Overview

I run a holistic planning RIA in Fort Myers and am interested in acquisition opportunities with other RIA’s and advisors.
I am also interested in recruiting advisors. My RIA provides advisors:
- Open book platform w/100% payout less prorated operating expenses
- Guaranteed succession plan
- Completely designed and furnished office space
- 200+ money in motion leads a year
- HR division to employ your team members
- Fully managed social media and marketing system


Last Activity
today

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