Overview

I am a CFP and CIMA with 22 years of experience and no compliance issues at all. I have the ability to use Fidelity, TD, or Schwab. I am 100% fee based. That being said, I have partners with full transition support and have the ability to buy transaction business, as well. Looking to purchase any financial planning practice with $10M or more in assets. Open to any terms. Open to any succession plan. Can owner finance or pay with cash. Any location within 200 miles of Myrtle Beach SC.

Market
RIA
Last Activity
within 2 months

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