Overview

Looking to acquire a fee based practice or to bring on younger advisors that are looking to grow their practices. We run a fee based discretionary model. We focus on financial planning and investment management, insurance and annuities make up around 10% of revenue. Have offices in WV and Northern VA.

Market
Advisor/RIA
Last Activity
within 4 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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Variable Annuities

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Insurance Business

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