Potential Acquirer Questionnaire

Please take a moment to answer a few questions to help us better determine your suitability for this opportunity:

Firm Name

Name

First Name

Last Name

Email

Location

How many miles is your primary office located from Washington, DC?

Planning Team

How many Advisors do you have dedicated primarily to financial planning support for your clients?

Designations

How many Advisors on your team hold the CFP designation?

Other Designations

How many Advisors on your team hold the CFA, CPA, ChFC, AIF, or CLU designations?

Who is your RIA/Broker Dealer?