Overview

We are a team of 2 advisors looking to grow. We are looking for junior partners or to buy a book of business. We have internal support, and are experienced in transitioning books of business to make it as seamless as possible for both the advisor and clients.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Listing Age
186 days old

Business Data

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Clearing Firm / Custodian

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