Overview

My primary goal is to establish a business relationship with an advisor in Northern Virginia or DC Metro Area that is looking for business continuation and ultimately a succession plan. I have the resources and team structure to facilitate a successful transition of an advisor's practice. As my business quickly expands I'm also looking to bring an additional advisor to join our team and office ecosystem.

Thanks,

Market
Advisor/RIA
Member Level
Plus
Last Activity
2 weeks
Listing Age
1,319 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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CRM Systems

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