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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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