Overview

Advisor 25 year practice in private wealth investment growing business - 100% independent (no proprietary products) predominantly fee based looking for licensed advisors, to assist in managing business via upcoming acquisition and growth opporunities. Existing client base from northern to southern Virginia, Maryland and North Carolina. Looking for partner in succession and contemplating several scenarios for succession/merge acquisition. Office Space and Support provided for right opportunity. Actively pursuing candidates between now and end of year. Open to any and all conversations.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
Feb. 22, 2018

Business Data

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