Overview

I have been in practice for 26 years, and personally manage about $120 million. 42MM advisory, 40mm Annuities, 40mm misc commission. The remainder to the practice is split between 5 younger advisors that I brought into the business. We have all been working as a group for at least 15years. I have four assistants who have all been with me for at least 18 years. Looking at sale options and open to selling outright or over time.

Last Activity
this week
Listing Age
1,813 days old

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