Overview

I work on a team of 3 advisors, ages 33, 35 and 60. We are a growing practice with $75M AUM and approximately 100 clients. The large majority of our clients are in fee-based accounts. Fee-based accounts are 2/3 of our AUM. We hybrid advisors with LPL as our B/D and Private Advisor Group as our RIA

Market
Advisor/RIA
Last Activity
within 4 months

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