Overview

Buyer without a practice.
I am in the process of establishing my own financial planning and wealth management firm (RIA / hybrid). I would like to buy a practice, I seek a firm that is predominantly fee based.

I will also consider joining a firm with the intention of a buyout within a reasonable timeframe.
I have about 20 years of industry experience with a focus in asset allocation and investment selection and hold the CIMA designation since 2011. I have financial planning experience, earned the CFP designation in 2008.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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