Overview

I am looking to purchase assets and help someone looking to leave business or retire. We do a great job with our clients and they would be in great hands.

I am also open to a broker that may want to Join our Team to cut costs. I am not willing switch my broker dealer at this
stage . That would limit the opportunity to a purchase or someone with RIA only, or someone with series 7 willing to switch brokerage firms and join our team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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