Overview

Started RIA 5years ago alongside tax practice. Business partner has series 7. Business partner wants to keep series 7 and 24 but broker dealer will not allow him in the RIA. would consider purchasing RIA, commission based, or combo assets.

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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Mutual Funds

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