Overview

I work as an IAR with a team. I have a team of 5 advisors as well and we are looking to expand. We can merge with an advisor who is looking to do new things with their career or possibly phase their way into retirement. I am also looking to acquire a book of business and can have junior advisor support work the B/C/D level clientele and provide great service. Hybrid firm that focuses on comprehensive planning


Last Activity
6 months or more

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