Advisor Successions, LLC
Financial Services
Port Jefferson, New York, United States
2 employees
- Employees
- 2
Advisor Successions, LLC Overview
- Headquarters
- Port Jefferson, New York, United States
- Website
- advisorsuccessions.com
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2013
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Advisor Successions, LLC
Advisor Successions LLC is a consulting firm specializing in acquisition and succession planning needs for financial advisors, registered representatives and registered investment advisors. Being a consulting company that specializes in helping financial service companies, Advisor Successions gives you the tools needed to obtain, bring together, look after, and transition your business. When buying, selling or transitioning a financial advisory practice, you want professional support from an adviser who understands the distinct characteristics of the industry, and that is exactly what Advisor Successions offers.
Advisor Successions, LLC Contact Details
- People in AeroLeads
- 1
Advisor Successions, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Garrett Taylor, Crpc | CEO - $4.2b Aum Coastline Wealth |
View
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Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |