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Financial Advisor   

$1,400MM AUM | $20MM GDC in Cincinnati, OH

Member Level
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee


Cincinnati, OH, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are aggressively expanding Nationally and Locally (Cincinnati, OH) and are seeking Investment Advisor Representatives (S65). We are an attractive home for retiring advisors or younger growth-oriented advisors who wish to join a successful firm-we will work with you to purchase your book of business. We solve all your compliance, technology, and marketing needs. A fit for someone who wants a process and have a succession plan. We have been a leader in pre-retirement and retirement investment practices for our clients and take a holistic retirement planning approach with our clients. . Call Tim Becker at ___-___-____ or email ___ We look forward to hearing from you.



Has Office Space to Share in Cincinnati, OH

We have Cincinnati offices located in Symmes Township for our W-2 and independent IAR use. Come on board with us and we will have office space and back office support for you.

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