Overview

I started in the industry in 2004. Since starting, I have picked up my MBA, CFP, CRPC and AZ producers license. I have held the FINRA 7,6,66 and 63. I worked for several firms, though my desire to work as a fiduciary did not align with the large banks. In 2015, I set up my own RIA. I would like to purchase or take over a client base that fits my philosophy.

Market
Advisor/RIA
Last Activity
6 months or more

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