Overview

We are independent IARs and financial planners attached to a large independent RIA. We work with individuals and small business. We use some adviser managed accounts but predominantly use model managers and separately managed accounts (SMAs). Our primary custodian is TD Ameritrade.

We are looking to acquire or provide succession to other like minded advisers. As a firm, we have helped many other advisers exit the business in ways that were profitable to the adviser, the end client and our practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Dec. 16, 2016

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