Overview

We have a nine advisor wealth management firm with 4 partners. I am a partner with 32 years of experience, and I have several clients in Florida. My wife and I are looking to relocate to Florida, and I would like to serve an existing practice in Florida for 15-17 years.

Market
Advisor/RIA
Last Activity
6 months or more

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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