Overview

Actively pursuing the purchase or merger of a weath management practice to bring onto our platform. We are a team of 2 advisors, 1 financial associate and 2 registered assistants. I've been in the business for 20 years and have excellent client retention and looking to expand our team and brand. We have a very disciplined process to ensure our clients are the right FIT for our practice. If you would like to join a successful, fun and motivate practice we’d like to explore the opportunity and see if it would be a good FIT.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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