Overview

We are a growing RIA with IARs located in NY, AZ and FL. We provide full service back office, portfolio management and administration for like minded advisors that wish receive a high payout in a vertically integrated environment. Advisors maintain ownership of their own book of business.
We are looking for:
-Financial Advisors in transition looking for a new home
-Financial Advisors looking to transition and retire/sell over a period of time
-Purchase books of Business from retiring advisors

Market
RIA
Member Level
Basic
Last Activity
2 weeks

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