Overview

Located at the World Trade Center in Baltimore. Looking to add advisors or purchase.

Affiliated with FiNET Wells Fargo's independent Advisor Channel. Large team with 7 producing Advisors and two registered assistants. We are looking to acquire advisors that are looking for a succession plan, or for Advisors that want to join a larger group. We have discretion for our clients that prefer that. Mostly fee based managed money.

Last Activity
6 months or more

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