Overview

Comprehensive fee-based financial planning focus with majority of clients paying for planning via the fee for managing their investment portfolio. There are multiple advisors (IARs) in this firm and we are dual registered and affiliated with a regional IBD/RIA. Looking to purchase smaller books and/or merge with younger advisor(s) as existing advisors seek to retire within the next 5 - 10 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
691 days old

Business Data

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