Overview

Fee based financial planning firm with Schwab and LPL as custodians. Looking to merge/sell over 5 years to a similar practice with fee based model with both Schwab/LPL platforms. CFP with 33 years experience and all securities and insurance licenses.

Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Resources
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