Overview

LPL B/D with hybrid RIA. My practice is predominantly 401k plans. We also provide employee benefits. Would consider purchasing a 401k or group insurance book of business. Located in Va. Beach, VA with an office in Towson, MD. Clients located in Virginia to New Jersey.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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