Overview

We have successfully built a 6 person team managing over $2 billion dollars in assets and over $5.5 million in revenues. We have a scalable, process in place and would appreciate talking to another highly successful advisor or team that we could share our business plan and expertise. We have found that the truly great wealth managers want to stay involved at their own level and pace. We provided a way to have a continuity plan that allows this freedom while keeping your license, client contact at your desired level and time commitment.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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