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.
Looking for Office Space in Floyds Knobs, IN
Looking for shared office space with all of the hookups for phone, cable, etc.