Overview

Looking to add advisors with the possibly buy/merge or become your succession outlet. We have done this in the past very successfully. We are mostly fee based and have a holistic approach to financial planning. We have a systematic approach to practice management and our proven investment processes. We are a Hybrid RIA with LPL Financial for the broker/dealer side and clearing with LPL Financial, Charles Schwab and Fidelity on the RIA side. We are also willing to add additional clearing firms for the right practice. Our combined assets are north of a billion and combine gross revenue is north of 6 million. If you are fee only, b/d only or mixed we might be the perfect fit.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
Listing Age
1,065 days old

Business Data

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