Overview

We are a growing practice with offices located in Tampa and Clearwater with over $300m under management, quickly growing with our sights set on $1B. We grow our business through succession or acquisition. We have opportunities for advisors who are experienced with their own book of business to grow alongside us while maintaining ownership of what you have built on your own. The opportunity here would be to join a growing firm and take on some of the overflow clients that we obtain through acquisitions. We have a long pipeline of acquisitions and we have a seminar schedule and relationships with some huge local businesses that feed us clients regularly. We just need help managing all of the clients that we have now and that are coming in regularly. Sorry, we do not have the time to train, experience is a must.

Market
Advisor/RIA
Last Activity
within 3 months

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