Overview

Solo adviser looking to expand my practice through practice acquisitions and successor opportunities of similarly minded and structured practices. I'm also open to anyone needing a continuity partner for their practice.

My business is currently 50% fee based and 50% brokerage with an emphasis on growing fee assets through financial planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,005 days old

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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CRM Systems

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