Overview

Seeking to purchase full or partial books of business or and/or act as the successor of advisor practice. I would be interested in adding advisors to our office to service client base that continues to expand beyond our current capacity as we grow. Advisors may maintain separate book of business or possibly convert to salaried position with profit sharing and/or equity share opportunities, but taking advantage of in house operational systems that provide efficiencies of scale and other synergies of effort.


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