Overview

My team and I have just moved to the RIA realm. We are a team composed of a ChFC, two PhDs and an administrative assistant. I have been in the industry since 2008 and we are in our late 30s so we have a long career ahead of us. We are looking to work with advisor at the end of their career that we could potential be a succession candidate for. We believe that the client comes first and that sound financial decisions should be based upon financial planning. We love to work with retirees and professionals.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

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