Overview

Full team of support. Several CFP's. Comprehensive planning. Very high touch, high service. Several other advisors on team. CFA on team, heads up asset management.
Clients in many states. Interested in acquiring, embracing succession with firms in my area, and outside my area.
We can offer as an alternative, a longer term life style succession plan for an adviser wishing to address death and disability now, but not yet ready to leave the business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

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