Overview

I want to meet owners with a client-focused practice looking for a successor to partner with for a few years to ensure a successful transition. I have a practice at a top broker/dealer and am not looking to move. An ideal partnership would enjoy a higher price for their book in order to move to my platform.

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

Business Data

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Clearing Firm / Custodian

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