Overview

I manage a credit union investment program looking to purchase a book of business, or merge a practice with our existing advisor in the Grand Rapids area. Our advisors that like the freedom of independence with the support of branch referrals and industry technology. Our program retains top advisors because we give them the support to succeed without the layers of management, excessive meetings and conference calls or activity reporting. Our advisors don’t need micromanagement but appreciate referrals and want access to a large array of investment options for their clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
848 days old

Business Data

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