Overview

Advisor of 15 years, CFP, CRPC, CDFA looking for 1.) to buy immediately or 2.) have an advisor join our office with opportunity for eventual succession plan. Looking for advisors with similar practice and expectations to make a successful transition, to create a synergistic and win-win situation. Have ability to provide up-front payments with structured payout over several years.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

Business Data

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