Are you interested in buying, selling or partnering opportunities?

We maintain an active list of advisors interested in buying or considering selling or partnering opportunities.

There is no cost to you to be added to the list.  If you want to be added to the list, click the link to submit your information.

Fill out the form or call (704)288-4008

Total AUM Excluding Retirement Plans:

AUM in Retirement Plans:

Interested in Acquiring:
Interested in Selling:
Interested in Partnering:
Clearing Firm:
Primary Custodian:
Primary Investment Philosophy: