Overview

My name is James Simos, CFO and Partner of a boutique Broker Dealer, Infinity Financial Services.
We are looking to help Brokers, Financial Advisors, and Financial Planners create a succession plan for your clients that is mutually beneficial.
Also we are looking for Advisors interested in merging and created a team under our firms Broker Dealer/RIA.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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