Overview

I have my CFP, CLU, and ChFC designations and am currently working for a successful agent with a transition happening 2018. Looking to grow in different ways, especially through mergers and acquisitions as I offer a long term replacement to a retiring advisor (I'm 36 years old, have been with Principal for 15 years).

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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