Overview

We have AUM in the 60 to 70 million range. We are a totally Independent ___ are looking to grow through adding several Representatives and buying a few practices. We are looking for another successor that can take over the practice if the current successor has to leave the practice.
We work with clients on Estate Planning, Protection Planning, Income Planning, Tax Planning and Investments. We are primarily fee based.

Market
Advisor/RIA
Member Level
Plus
Last Activity
2 weeks
Member Since
Sept. 28, 2016

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