Overview

We run an independent practice and currently use Raymond James for custody and clearing. We have been involved in the implementation of 5 succession plans over the past few years and are looking for similar minded individuals/practices that do not have a defined succession plan, but are looking to establish one. Our pricing structure is one of the most competitive in the industry and our terms are extremely flexible. Customization of terms and conditions is a must to ensure you can establish a plan that will work for you.

Last Activity
6 months or more

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