Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Tarrytown, NY, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$750,000.00
# of Accounts
900
Avg Client Age
66
Overview

J.M. Franklin & Company, LLC is an independent retirement planning and financial advising company looking to grow. We offer financial planning through Stratos Wealth Partners and wealth management services through LPL Financial. Being independent has given us the freedom to brand our practice and to be fully committed in doing what is best for our clients while having all the support and resources of a wire-house firm, as well as multi-custodial platforms to choose from. We are looking for advisors interested in independence and growth to join us in our office that is centrally located in Tarrytown, NY. We are looking for an advisor(s) that would ultimately be the successor to our senior advisor and take over some of his responsibilities. The right candidate(s) will be able to further develop existing relationships while exploring new opportunities. Joining our team would put you in the position to be part of all of these benefits for you and your clients.

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