$7MM AUM | $102,000 GDC in Knoxville, TN
Member is Interested In:
I would like to purchase a book of business to help a departing advisor, who's thinking about the retirement and trying to find the right successor to protect and preserve his/her legacy and take care of his/her clients. I have a decade of industry experience. and I'm holding the CFP, RICP, and CDFA designations. I welcome inquiries from local as well as nearby states.