Overview

22 years managing Four Model Mutual Fund and ETF portfolios, plus RIA to 401k plan
Ideally I would like to bring a younger person into the business that has the desire and some experience in selecting Mutual Funds and ETF's that would like to work in building my 22 year practice to the next level and work into an ownership position with the ultimate aim of taking over the daily operation of the firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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