Overview

I am a CFP® and started my fee-only firm from scratch, in April 2019. With over 15 years of industry experience, the business is growing quickly. I am interested in acquiring businesses, adding advisors, and discussing continuity plans.

Market
RIA
Member Level
Basic
Last Activity
this week

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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CRM Systems

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