I operate a large Regional OSJ with over 75 advisors in PA, NY, MD and FL that are affiliated with a national network of independent firms and Royal Alliance Associates, Inc., an Independent Broker-Dealer. I am looking to continue to acquire/purchase/recruit advisors or groups of advisors looking for sell their practice, but also interested in advisors who are looking to join our firm to be successors for other veteran advisors.

Keystone Financial Management maintains hometown roots, supporting an environment where our representatives and their teams can thrive with the freedom to maintain their own identity and presence in the communities they serve.

Let Keystone work with you to

o Find a match with one of our financial professionals who is looking for a successor
o Identify a plug and play opportunity within an established branch with multiple representatives and administrative support
o Introduce the right successor to continue your business and service for your practice
o Help you create a unique brand and branch office of your own.

With network of over 75 Financial Professionals, in 43 locations spanning through Pennsylvania, New York, New Jersey, Maryland and Florida, one of our 25 unique practices may just be the place that you can call home for your practice and your clients.

Last Activity
6 months or more

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