Overview

Our team consists of three advisors and two licensed assistants. We have a dedicated service model that has helped our assets under management grow to over $225,000,000. Our team has provided continuity plans for 3 advisors over the past 12 months and are very familiar in the transition process. We would love to add new advisors who would like to become independent of the wirehouse/bank model and receive a higher payout. We would also like to discuss opportunities with aging or retiring advisors to work on a succession plan.

Last Activity
6 months or more

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