Overview

Looking primarily to merge with an agent who is looking for a succession plan with an exit strategy in the next 3-5 years. Would prefer someone at LPL, but would consider other options as well. Would also consider an outright purchase under the right conditions.

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

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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