Overview

I am looking to buy an existing book of business to allow an advisor to begin retirement or to exit the business with honor and the knowledge that their clients will be left in the hands of an ethical advisor. I am also interested in bringing a younger advisor on as a junior partner if the right opportunity presents itself. I am very client focused and am looking for the same.

Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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