Overview

Looking for a younger advisor to eventually take over business. That advisor must bring assets with them (no start ups). Mergers would be considered, in which case I am looking for a firm using TradePMR or SSG as custodian and have Redtail for CRM. Preference for a merger that would allow me to gradually decrease my day-to-day responsibilities.


Last Activity
within 6 months
Listing Updated
Dec. 21, 2023

Business Data

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