Overview

Advisor currently holding duel registration with RIA & BD. 90%+ of business is run through RIA. Growing practice and member of a boutique group of Advisors - Legacy Wealth Partners. Client focused financial planning group that generates the majority of revenue via advisory fees. Planning is typically included in the price of advisory fees unless the client prefers a different relationship.

Looking to grow my business organically as well as through acquisition and/or partnership.

Please contact with me questions and or opportunities. Thank you.

Market
Advisor/RIA
Last Activity
6 months or more

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