Overview

I hope to meet new sellers in the area who would either like to sell their practice outright or work out a succession plan agreement that can take place over time. Myself and a younger rep are the primary planners and we have 3 full time staff underneath us to assist. Growing the practice is the goal but I also understand that it must be done with the right people. We have a 10,000 sqf suite that we operate out of and I also have a second office location that is currently unoccupied but could be used by other advisors as we grow.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,348 days old

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