Overview

Advisor Listing - $90MM AUM We are looking for an experienced independent financial advisor to join our team of professionals in Elkridge, MD. We have steady access to the education retirement savings niche market as well as an individual and small business focus. We want to diversify business with an additional professional or business that is already strong in different markets. We envision the right candidate as someone who has the desire to build and leverage with an older practice, with the potential to grow into a leadership position. We are client centered - developing deep and lasting relationships with our clients. We believe that everyone has the right to a financial life that meets their needs. Our entire process is built around helping clients increase confidence in investing in the ever changing economic world.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
Listing Age
1,041 days old

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