Overview

I am looking to purchase books of business in the central PA area. I am based in Mechanicsburg, PA and I am an advisor in my late 30's with 15 years of experience in estate and financial planning. I want to continue in this business for the next 30 years. I am only open to purchasing or transitioning books of business from advisors looking to retire and need an exit strategy.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Resources
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