Overview

I am interested in practices for sale from advisors who are nearing or at retirement and looking for a solid succession plan for their business. I am highly motivated and bring a wealth of knowledge and experience in all areas of financial planning as a young financial advisor and Certified Financial Planner.


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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Resources
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