Overview

IAR of independent hybrid broker dealer looking to bring on younger representatives and possibly acquire books of clients that they can work with under supervision. Practice is transitioning to 100% fee based with additional focus on ESG and impact investing. I am also currently an OSJ manager looking to transfer those responsibilities and will consider merger into larger practice.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
728 days old

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