Overview

I am a 37 year old advisor with 15+ years with experience working on a team that manages over 100 million dollars in AUM. We are looking to buy practices or help a senior advisor retire out of the business in the next 5 years. We have multiple CFP's on the team currently and have a holistic approach to helping clients reach their goals and objectives.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Member Since
Nov. 25, 2016

Business Data

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