Overview

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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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