Overview

Family-owned RIA since 1962. Looking to grow our business through M/A and purchasing current books of business We currently used Charles Schwab as our custodian and clear our brokerage business through PKS. We have a great marketing program that allows us to grow at between 25 and $35 million per year. I can be reached on my cell at ___-___-____. William Parker Chief Executive Officer

Market
RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
998 days old

Business Data

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Clearing Firm / Custodian

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