$80MM AUM | $600,000 Rev in
Established Brand with 28-year history. Interested in adding independent branches to our team. Your branch would be an independent and autonomous profit center; and your book of business would be your own. All back-office tech and support would be covered by the Conservatory. We currently have branches in NH, MO, and CA. It is an opportunity for you to collaborate with other Advisors in the firm; and to focus all of your attention on serving your clients and growing your business. Plus, you would have back-up for yourself if you are a sole practitioner. Check out The Wealth Conservatory(R) online and give me a call. Please tell the receptionist that you are calling Jay with regard to a Succession Link posting.