Overview

Looking to expand our team and firm presence to include an additional advisor that can assist with our current client base while leveraging our 25+ years of independence. A business continuity plan by the principal will materialize within 5 years to set up the next generation of leadership. Ideally, the right candidate will have 10 years experience, an established client base and the ability to transition to our BD to ensure a smooth transition.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,173 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...