$1,200MM AUM | $20MM GDC in Cincinnati, OH
Member is Interested In:
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.