Overview

We are a hybrid RIA based in NJ with over 34 years’ experience in the financial service arena. We are looking for the following: 1) Advisors who are looking to retire and transition their business over the next 3-5 years while working with a group of smart, successful, and ethical people. 2) Advisors who are tired of doing all the compliance and legal work and simply want to focus on their clientele.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Feb. 10, 2020

Business Data

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