Overview

20 year in practice, 43 million in aum, paperless, have virtual assistants currently have 301 active households and 655 clients. I love my broker dealer and am only interested in staying with them at this time. Cambridge Investment Research. I am looking for a jr agent to join the practice to grow into running it in 5-6 years.

Market
Advisor/RIA
Last Activity
6 months or more

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