I am a Certified Financial Planner who holds the following licenses:
Securities: Series 7 and 66
Insurance: Life & Health, Variable Products
Professional: CFP, CPA/PFS
I want to purchase a practice or become an equity memeber in a practice. I am open to joining an RIA firm or an independent firm tied to broker dealer. If a seller is open and flexible, we can create an opportunity to that works for both of us.