Overview

We are older stock and bond jockeys that have 30+ years in the business. We clear through Pershing and Charles Schwab. We like traditional investing no exotic products. Our firm believes in holding stocks and bonds for the long term. We are looking for high quality registered reps that want a no hassle Broker Dealer and RIA that is supportive, but not demanding. The business has turned into compliance meeting, followed up with sales meeting. We want compliance to be obvious- no your customer. We want sales to be non existent, treat your client like your family. That is how we want to treat you, call or email.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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