Overview

We are an RIA out of Glendale, AZ with over 10 years experience in the industry. We are looking for advisors who are planning to retire in the next 5+ years who would like to either sell their book of business outright or work towards a full transition from their book to ours while maintaining a source of income before retirement.

Collectively we are also looking for individuals who want to move away from corporate practices that are looking to be empowered and backed by a local RIA with full resources at their disposal.

Last Activity
6 months or more

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