Overview

I am a younger advisor who was able to successfully take over for a retiring advisor 5 years ago. I kept the practice as a brokerage focused practice for the first year but have since adjusted the AUM over to advisory.
I am interested in buying practices as well as forming strategic partnerships with the possibility of becoming a successor for any advisor seeking to retire.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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