Overview

I have been in the industry for 15 years and I started my own practice in August 2014. Currently, I'm 39 years old and my AUM is approx. $20M. 99% of my business is in fee-based accounts. I'm looking for some one who is like-minded and philosophically on the same page to work with me to either become a successor or to purchase an existing practice.

Last Activity
within 6 months

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