Overview

I am rapidly growing the financial planning arm of an independent RIA firm in Franklin Tennessee. I am looking for three things, the opportunity to network with CPAs and insurance professionals, practice acquisition through succession planning and bringing advisors and their practices under our umbrella. Our firm's key strengths are complete independence and in-house portfolio management.

Market
Advisor/RIA
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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