Overview

Looking to grow through acquisition or succession plan. We are two LPL Financial advisors with locations in Michigan, Cape Cod, MA and Naples, FL. One experienced CFP and another very experienced advisor. Each advisor with 20 plus years experience. Mostly fee based with some brokerage revenue.

Let's connect.


Last Activity
this week
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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