We are looking to acquire books and add advisors to our firm. Would consider a merge with the right candidate. We have a hybrid business model that allows for advisors to do only fee based or fee based and commission based. We also offer hourly / by design fee based planning services.
We are a perfect fit for an advisor that wants to own their own book, yet would like to work within a team environment that supports their day-to-day activities with a predetermined exit strategy built in regardless of whether you are 35 or 75! Come in and check us out. You will be glad you did.