Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Mishawaka, IN, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$150,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are an independent Firm affiliated with a national broker dealer providing an open product platform that allows advisors to effectively build their business with equity ownership based on their own vision and market opportunity.

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