Overview

6 person group with additional 3 Registered assistants. Team has 2 CFPs and heavy financial planning practice. Clean U4's. Capacity and expertise to add the right book and partners. Due to DOL implementation across our practice, we can only entertain purchases and mergers until end of December. Well capitalized and a great place to work. Confidentiality maintained.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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