Overview

Extraordinarily well resourced RIA is looking to grow. Ideal situation is 100% fee-only fiduciary RIA/IAR. However, if you have legacy business or are committed to the commission / insurance business model, we can make that work, too. For professionals who are highly ethical, smart and hard working, we can accommodate nearly any contingency. Interested in solos, teams & whole firms. Break away brokers, indies, wire house, IBD--- all are welcome. We will treat inquiries in strictest confidence.

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6 months or more

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