Overview

The Practice has and is growing on the 401(k)/Qualified Plan Advisory. It currently is 75% of the Practice revenues and Private Wealth Management is 25%. I am interested in buying other 401(k) Advisory Practices or that part of
Advisory Practices.
We are also interested in bringing on board practicing Advisors looking to join an outstanding Broker/Dealer
and Raymond James Financial Services Branch Office.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

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