Overview

GROWING 3 ADVISOR PRACTICE NEEDS ANOTHER TEAM MEMBER. SEEKING AN EXPERIENCED ADVISOR WITH SOME AUM LOCALLY TO JOIN FORCES AND TAKE AN OWNERSHIP SHARE OF THE ENTIRE PRACTICE. WE ALSO HAVE 3 SEASONAL TAX PREPARERS & AN ESTATE PLANNING ATTORNEY ON PREMISES. ___ or call ___-___-____

OUR 4400 SF OFFICES ARE LESS THAN 10 YEARS OLD, NEWLY REMODELED, IN A GOOD LOCAL LOCATION AND CAN ACCOMMODATE ANOTHER 2 ADVISORS. WE HAVE SPACIOUS RECEPTION AREA, KITCHEN, CONFERENCE AREA & CARPETED PRIVATE OFFICES.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...