Overview

I am an independent RIA and a registered advisor with Cambridge Investment Research, Inc. The bulk of our book of business is in manged assets with a focus on financial planning. We manage approximately 150 households and 90% of our revenue generated is fee based. We also have an enrolled agent within the company so we do a lot of tax work as well. Our office is expanding into the Boca Raton, FL area and I would also consider merging with somebody looking for a successor and plans to exit within 12-24 months.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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