Overview

Two-Person, IAR Team looking for potential growth through purchase or merger. Current business mix is predominately Managed Money/Fee Based - but, also support commission business when appropriate. Lines of business also include full lines of L/H insurance and all forms of annuities. BD is Cetera Advisor Networks with clearing from Pershing. Combined experience is 30+ years with 1 CFP Designation. Resources available to finance acquisitions. Growing firm favorably positioned to assist Advisors interested in transitioning their business to retire - and, Advisors looking to become part of a team looking for additional resources.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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