Overview

I am an independent advisor looking to relocate and start a new chapter of my life. I am 48 years old and not looking so much to start a completely new book but to bring my book and have clients waiting for me to help them while settling in at my new location. I am willing to join forces with someone who is looking to get out of the business in the next 5 years or so.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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