Overview

Three-advisor team in Colorado Springs looking to expand by adding a younger advisor (NextGen Advisor 1-5 years in advising business) to mentor into our process and eventually be on a path to partner. Practice is continuing to grow through referrals and practice acquisition. Must have series 7 & 66 licensing. Other certifications (CFP, CPA, CFPA, ChMC, etc.) a plus.


Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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