Overview

SEC- Registered Hybrid RIA in Westlake, Ohio. Custody with TD Ameritrade and Fidelity. We are actively looking to add a high-quality professional adviser to transition to our financial planning and fee-based investment advisory business through our RIA and independent BD. We are also looking for CPA or EA to assist our current clients with taxes and tax planning, etc.

Looking to add the right advisor(s) for growth and potential future partnership/succession.

If you have questions and are looking for amazing growth, technology and future vested interest, please do not hesitate to call. High end office space available in Westlake, Ohio. Will reply to all inquiries. ___-___-____ ask for Jim.

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