Overview

Organized as a sub-chapter S corporation in 1986, the principal has 45 years' experience in the financial services field. The firm's focus is on cost-effective portfolio management to include on-going money manager research to achieve that goal.

In order to provide the most comfortable transition for the firm's clients, the owner would like to join with an experienced Registered Investment Advisory Representative, or trainee, to ascend to General Manager status, then achieve ownership of the corporation over an agreed upon time period.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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