Overview

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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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