Overview

We are looking for individuals that want to build their own business with the goal of ownership. Agents or advisors that like what they do, but interested in exploring other options. No requirement to relocate or market restrictions. We do not require you to qualify or re-qualify each year based on broker-dealer requirements. We are successful when our practice is healthy and successful.

Our RIA manages $660M for families, individuals, and small businesses. Our platform provides clients a broad range of competitive services and solutions from nationally recognized partners, while also providing advisors with the flexibility and independence to build their own practice. We offer a wide range of solutions, including term life insurance, managed accounts, annuities, mutual funds, business retirement plans, Medicare supplemental plans and more.

We are also a preferred partner with the leading national mortgage loan originator.

Contact me to discuss your interest.

Market
RIA
Last Activity
this week

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