Overview

We are an active, rapidly growing independent RIA, our aum held at TD Ameritrade.
We manage our own proprietary WIM portfolios in house.
We are a marketing machine, generating our own appointments leading to double digit new client growth.
We would like to acquire quality practices with nice clients. We are looking for an advisor to join our team.
Our client service is exceptional, turnkey, and has internal processes so
nothing slips through the cracks.
Very interested in learning more about your practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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