Overview

Looking for advisors who need a succession plan. Our firm has 10 advisors and we've transitioned two advisors into retirement and merged in another. Also would like to network with like-minded advisors and discuss merging opportunities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
860 days old

Business Data

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Clearing Firm / Custodian

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