Overview

Five person team(3 advisors, 2 support) with nearly 50 years experience. We are aligned with a regional firm focused on Planning and Asset Management. HIgh touch, high service model using both fee and commission models based on client need. Looking to expand market share with a high quality practice that we could integrate in our practice with similar culture and values. Younger team members looking to grow the practice and transition to the next generation.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,422 days old

Business Data

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