Overview

Currently have an independent practice with 4 advisors that has been around 22 years. We have over 80 million AUM and over $750k GDC as a firm. We currently use Cambridge Investment Research and use fee base as well as commission base pricing.

We are looking to expand our practice. We currently have offices in Glen Allen and Winchester Virginia. Looking to either buyout or merge with a practice in the state of Virginia.

Last Activity
6 months or more

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