Overview

We are an IAR that primarily focusing on advisory business. We do, however utilize annuities, insurance, and non-traded alternatives as complimentary ancillary solutions. Our main clientele are individuals and families in the latter years of pre-retirement. I have been in practice for 21 years and have assembled a team of licensed advisors and non-licensed admin that is primed for immediate growth. We are looking to acquire a practice and have the means, systems and personnel to handle substantial immediate growth.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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