Overview

Solo practitioner w/2 full time support staff. P/T bookkeeper and marketing support. I am committed to Lincoln Financial. Looking to merge my practice to build an enterprise. I need a succession plan and want to leverage business administration with someone who considers themselves an implementer.

I have a very exciting opportunity. I am finalizing a contract for the asset management of 26 institutional branches with all of the asset management to be directed thru me. The institution is a 3B entity.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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