Overview

We are a regional firm, associated with an independent BD, with over 100 advisors across the country. Concentrated mostly on the west coast, we are seeking advisors to join our firm. Back office support, marketing support, lead generation support, competitive payout, supportive supervision/compliance, competitive BD fees.
We have can support the succession of your business, as a buyer, as a co-buyer or overseeing and providing financial support to the deal.
All contacts will be kept confidential.

Market
Advisor/RIA
Last Activity
within 2 months

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