$5B AUM | $34MM GDC in Glen Allen, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Glen Allen, VA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000,000.00
Gross Revenue
$34,000,000.00
# of Accounts
7,000
Avg Client Age
55
Overview

Take a minute to think about what got you into this business and what motivates you in your practice. To truly add value to your clients, you should focus on what got you here in the first place. But that can be difficult when you are balancing business concerns, practice management, day-to-day office questions, and compliance and regulatory guidelines. Independence can become challenging, isolating and onerous.

We think we can help. We want to empower you to do whatever it is that you do best. We have the capabilities and resources to back you so that you can grow your business the way you want to, and focus on what’s important to you. We give you scale. We give you resources. We give you support.

We’ve grown a dynamic group of outstanding representatives who listened to our story, made it their own, and in the process, became a part of Atlantic Financial.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Atlantic Financial Group and its subsidiaries are separate entities.

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