Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Boston, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$15,000,000.00
# of Accounts
1
Avg Client Age
1
Overview

I am the OSJ of a hybrid entity associated with LPL Financial. Flagship Harbor Advisors is an SEC Registered Investment Advisor which I own 100%. Looking for opportunities for advisors to join the group, implement a succession plan, and or purchase books of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...