Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Lynnfield, MA, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
Overview

Seasoned 30 year Portfolio Manager and Wealth Management Executive seeking to be the successor to an RIA business. This can be accomplished through a partnership and/or buyout. Ideal situation is to join a small practice, take over the day to day of the business and buy out over time.

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