Overview

Well established practice with the next generation now on board looking to expand our family's practice in the Carolina and Eastern Virginia. Looking for fee and commission based partners planning to wend their way into retirement or their next career. Premium purchase prices paid - plus exit transition compensation.

We have 30 plus years industry experience with a pristine compliance record.
The vast majority of our clients have been with our firm for 12-15 years or longer.
We may be the answer you need to assist your clients as you exit your practice.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks

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