Overview

I am in my 5th year of production after being an investment analyst for 8 years. Have about $20mm of assets under management, iver 90% fee bases business. Looking to potentially acquire a small-mid sized book of fee based business

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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