Overview

We are independent advisor office with three advisors located in 4 different cities in the upstate; Anderson, Easley, Greenville, and Seneca. Looking for advisors who do not have succession plans in place. We have completed two purchases in the last year and feel we are built and have the experience to help advisors looking for succession plans. Please reach out with any questions

Market
Advisor/RIA
Last Activity
within 4 months

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