Overview

I was once at a large firm and broke away to build more of a life style practice. I now have the bandwidth to grow further within the Independent RIA I am with. I am looking to acquire a book of business or find an interested advisor/practice who would like to know more about our RIA/Platform. Many firms are using us as a highly successful TAMP as well. Additionally, I enjoy great splits along with back office support and leading edge technology. Contact me if you have interest in hearing more.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
Listing Age
1,191 days old

Business Data

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Clearing Firm / Custodian

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