Overview

We are a dually registered RIA/BD looking to expand through the southeast. We are celebrating our 20th year as an independent RIA and are looking for like minded advisors to join our growing firm. Opportunity to become a partner allows for participation in the profitability of our growing firm. We custody and clear through RBC. Access to outside money managers, in addition to our internal managed strategies, allows us to support a variety of advisor's portfolio management preferences.

In addition, we are interested in adding institutional equity analysts/sales with existing relationships to join our internal Institutional Research Department headed by Adam Thalhimer.

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