Overview

Looking to buy or be the succession plan for other advisory businesses. My partner and I have 40 years experience in the industry yet we are in our early/mid 40s. We are growing through referrals and acquisitions. We have experience in integrating other practices with ours with a very high retention rate. We look forward talking with you.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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