Overview

I am a 40 year old advisor that does not own my book but would be interest in buying the right book of business from an advisor that is looking to retire or transition in the next coming years. I have been licensed and in the business since 1999. I need to not provide any contact information of my current firm and remain discreet that I am exploring. Thanks

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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