Overview

I have my CFP and ChFC. My business consists of both individuals and 401k clients. I've been in the financial services industry for over 12 years. I am part of 1.1 Billion AUM RIA in the Philadelphia area, and serve as Senior Vice President of Wealth Management. My goal with succession link is to help identify a partner looking for a succession candidate or to buy a practice as well as to entertain practice merger opportunities.

Market
RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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