Overview

Currently in a senior management role at an IBD with over 25 years experience in financial services, 16 plus at current position and 10 plus with Fidelity. Considering moving into production and would like to partner with and or buy books of business.
Have cash to invest and will to put in the time to find the right opportunity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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