Overview

Buy a book of business... provide a solution to an advisor that wants to retire and wants their clients to receive excellent service. About me: Age 40, Master of Science in Personal Financial Planning, CFP Professional, IAR. Already completed multiple successful acquisitions. I lead a team of five... three full-time advisors and two full-time staff. Comprehensive client services, including investment management, qualified and nonqualified employer-sponsored plans, financial planning, and more. Licensed and registered in several states. Clean compliance history. 18 years of experience. Been with current broker dealer since 2010.


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Business Data

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Clearing Firm / Custodian

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