Overview

Our practice is made up of 4 advisors one who does our planning for us and two staff members. We also have a CPA and Attorney who does taxes and estate work for our clients. We have our own RIA and we use LPL as our B/D. I would love to have a conversation with someone at Succession Link to try and help us acquire a practice. We purchased another practice in 2011 and really enjoyed the process and feel really good about what needs to be done to make sure all parties are happy in the process. I look forward to a conversation with someone soon.

Last Activity
6 months or more

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