Overview

We have a 5 office OSJ network through a Hyrbid BD RIA set up, looking to acquire and merge with reps that don't have succession plans. We have intensive operations and systems in place and many younger capable reps to transition books for older reps. We have about 500m as a firm and are currently launching an SEC RIA that is hybrid with WFG Investments Inc.


Last Activity
6 months or more

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