Overview

I'm looking to expand my service to clients. My present mix is fee-based and commission, and I would seek a book of clients that are similar. I am interested in purchasing another practice in full or part. If an Advisor is getting ready to retire in the next few years this could be a succession avenue. I have already successfully purchased part of a practice in the past, and have experience with making the transition.


Last Activity
6 months or more

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