Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
322 days old
General
Location
Glendale, AZ, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$700,000,000.00
Overview

Searching for Financial Advisors that are looking to sell their practice and retire, or stay on after the sale in order to be apart of a national financial planning group, and maintain their independence. Also looking for financial advisors to join in select markets to conduct adult financial education workshops, conduct meetings, and gather assets. Marketing, office expense, planning desk, and a full-time assistant are provided in exchange for commission and fee splits.

Currently, we have permanent offices in 9 states and conducting business in 14 states and counting. We are continuing to grow our national footprint coast to coast with seasoned financial planning professionals. Contact us today to see how we can work together to make a positive impact on people's lives.

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