Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
638 days old
General
Location
North Little Rock, AR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,600,000,000.00
Gross Revenue
$17,000,000.00
# of Accounts
8,500
Avg Client Age
55
Overview

Looking for advisors or firms who understand the value of partnering and outsourcing with a "values driven" firm. We offer the best technology in the industry, relationships with all the primary custodians, Succession and Continuity planning, Acquisitions, Portfolio Management, Trading, Marketing, Growth planning, Compliance Consulting, Advisor Support, Client Management, Outsourced Financial Planning for advisors.

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