Overview

Looking to merge or share expenses with another advisor. Moving most my assets into fee based with some VA contracts. Currently with LPL and would like to stay that way however I am open given the right scenario. I have 4 office suite of class A space at a decent price with room. OSJ for over 20 years. 15 + years from retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
560 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...