Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
617 days old
General
Location
Mechanicsburg/Lancaster, PA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
Avg Client Age
55
Overview

Started as an advisor in our firm about 15 year ago. Grew a successful practice, went into management was then asked to lead the firm. We are the third largest (by GDC) massmutual office in the country and are aggressively looking to grow our firm by helping experienced producers find a great match for succession at our firm. We provide, training, supervision, sales coaching/development, education and ongoing support. Full time EXP edvisor onboarding staff team to help you bring assets over for a smooth and simple transition. Hope we can connect and talk!

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