Overview

I am an independent financial advisor looking for someone in the securities/insurance industry who wants to join our office and share space and work together. I have 19 years experience as a financial advisor and besides adding to the office would look to merge or buy a practice in the future. We have a great office space, in a great location, and my assistant has over 10 years experience in the industry. We have two nice offices where and advisor or agent can plug right and hit the ground running right away along with space to add another assistant.

Last Activity
6 months or more

Business Data

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