Overview

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.

Market
RIA
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...