Overview

Fee only RIA Interested in bringing on a "potential" successor. You must be experienced, already be on a clear path to success with a growing client base and self supporting. You must affiliate with my RIA and work out of or in our office. Our firm has a successful portfolio mgmt. business with a 15 year GIPS audited performance history. You must be willing to migrate your clients to our platform and custody at TD Ameritrade and have no BD affiliation.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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