Overview

RIA firm seeking to add AUM through a very flexible and seller specified arrangement. Advisor has over 18 years experience. Advisor also hold (in individual capacity) as Series 65 to offer indexed annuities, insurance and asset based long-term care in the state of Florida. We have the expertise to deliver the highest level of professional care. We intentionally have the capacity to give clients the service they deserve. If your are planning on selling your practice or if you simply want to start winding down and working less hours. We are most likely the perfect fit. In addition to taking great care of the client we also offer a valuation that we feel is the highest in the Florida market. Let's set up a lunch or a quick conference call.

Last Activity
6 months or more

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