Overview

I'm a highly accomplished Investment Consultant with outstanding client development, relationship management and problem resolution abilities. I've been in my current position for almost 10 years and have been very successful in developing the book of business on Cape Cod for the last 6 years.

I'm interested in working with an established and reputable RIA that may be in the process of selling their practice immediately or a creating a succession plan over a couple of years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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