Overview

Interested in meeting like minded advisors who would are interested in merging into our group for advantages such as sharing common technology expenses, group production payout qualification (without revenue sharing or team ID) rather than individual qualifications with broker-dealer and knowledge sharing. We have an all boats rise with the tide mentality regarding the group payout structure and do not require overrides.

We are a growing firm that is approximately 70% fee based, 30% commission. Our focus is muti-generational wealth and estate planning. Our office is located in Mount Laurel, NJ. Your office location can be additional or join ours.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...