Overview

After being in the wirehouse world for over 20 years, decided to build a great team focused on a family office style of service and comprehensive offering breadth. Strongly embracing the high tech robo meets high service model for higher net worth families. We are interested in both practice acquisition ($30mm AUM minimum) and hiring new advisors with limited experience but highly motivated and with excellent sales skills, or professionals with a solid rolodex looking for a career change (we will provide a CFP fast track).

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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