Overview

I manage a team of financial advisors. I provide OSJ, office space, marketing, practice development specialists, state of the art technology and lower than normal fees due to economies of scale. Each team member own's their book and has a revenue share along with bonus opportunities. I am looking for quality advisors who would like to build out our team and who would be interested in working a portion of the clients. We all have the belief of financial planning as the building block for our clients.

Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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