Advisor Successions

  • Financial Services
  • Terryville NY
  • 3 employees
  • Financial Services
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Company Overview

Headquarters
5225-43 Nesconset Hwy, Building 8, Terryville NY
Website
advisorsuccessions.com
Employees
3
Founded in
2013
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Advisor Successions

Advisor Successions LLC is a consulting firm based in Terryville, New York. With a team of 5 to 9 employees, the company focuses on providing expert guidance to financial advisors, registered representatives, and registered investment advisors. Advisor Successions specializes in acquisition and succession planning, helping financial service companies navigate the complexities of buying, selling, or transitioning their practices. Their services equip financial professionals with the necessary tools and expertise to ensure a smooth and successful transition. The firm's deep understanding of the unique characteristics of the financial industry allows them to offer tailored solutions that meet the specific needs of each client. Advisor Successions is committed to providing professional support and strategic guidance throughout the entire process. For more information or to discuss your succession or acquisition needs, visit their website at advisorsuccessions.com.

Advisor Successions Industry Tags

Acquisition Planning
Succession Planning
Valuation
Recruiting
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FAQ

What is the location of Advisor Successions's headquarters?
The headquarters of Advisor Successions are situated at 5225-43 Nesconset Hwy, Building 8, Terryville NY
What is Advisor Successions's official website?
The official website of Advisor Successions can be found at advisorsuccessions.com.
What is Advisor Successions's current revenue?
As of February 2019, Advisor Successions's annual revenue reached $3B.
How many employees does Advisor Successions currently have?
Advisor Successions employs approximately 3+ people as of February 2019
Which industries is Advisor Successions primarily operating in?
Advisor Successions operates in the following industries: Finance, Credit
What are Advisor Successions's industry tags?
Advisor Successions's industry tags include: Acquisition Planning, Succession Planning, Valuation
When was Advisor Successions founded?
Advisor Successions was founded in 2013.