The seller began his journey in the financial industry in 2007 after relocating to Arizona, where he and his family established their roots. He developed a keen interest in financial planning and investment, initially focusing on municipal bonds, which cater to retirees seeking tax-free income. This…

The seller brings a wealth of experience to the table, having served as a registered representative for 37 years with no legitimate complaint history. The seller is known for their exceptional client service, contributing to their success over the years. Regarding client meetings, the seller offers…

This is a full-sale distressed listing. This practice has multiple locations on the West Coast from Washington to California. Additional information regarding the circumstances around the distressed listing is only available to NextLevel designees. NextLevel sign-up application:…

A former advisor from a fee-only financial advisory firm is offering their limited book of business to an advisor interested in joining the existing practice. By acquiring an established client base, you will become part of a high-growth firm focused on significant asset expansion and geographic…