Overview

I am the President and Managing Partner of a financial advisory firm and run my own advisory practice. My practice consists of over $137M in AUM. I have a full-time paraplanner, full-time executive assistant and a part-time client relationship manager. I am looking for opportunities to purchase a practice or merge a practice into my firm.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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