Overview

My goal is to acquire or merge with an established practice. I prefer a largely fee based structure. I have been a FA for 12 years, a large benefit is that I'm still young at 35 years old and plan to be in the business for several more decades. I also have experience acquiring a book with great success and in addition work closely with the owner of my current firm TS Phillips in OKC.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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