Overview

I am actively looking for Advisors to join my Branch, either local or regional, who are ready to become independent and want a higher payout and total control of their time. I am also looking for Advisors who are looking to sell their practice. We have competitive payouts, practice management, turnkey office opportunities and succession planning managed by an Independent Broker Dealer. I have bought several practices and so far have a formula that pays significantly more than other bidders. As far as succession planning goes, if you do not have a written succession plan in place you are taking a huge risk with your practice. Give me a call.

Market
Advisor/RIA
Last Activity
within 2 months

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