Overview

I run a financial planning practice concentrated in the small business owner and mass affluent to high net worth markets. I am part of an Independent Broker Dealer and strategically teamed up with 2 other advisors. This is my 13th year in business though I am relatively young so I am interested in pursuing acquisition and merge opportunities. Please let me know if you would be interested in an introduction, thank you.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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