Overview

I manage a DBA Stonebridge Financial within Equitable Advisors RIA. We utilize LPL as a broker dealer and have complete autonomy and open architecture on which investments, insurance and business strategies we utilize. We are looking to add productive members to the team that brings a solid book of business and a desire to grow within our firm or alternatively find a successor firm that has the infrastructure and capabilities to properly service clients in all manners.

We currently have office space and a support team consisting of 4 fully licensed advisors, 2 fully licensed support team that is responsible for research, support and financial planning and 4 support staff that is in charge of client service, scheduling and CRM management.

If you are interested please email me at ___ or ___

Last Activity
within 6 months

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