Overview

Hello, I am an experienced CFA charter holder, looking to buy or provide continuity in a practice. I have prior experience in money management at a large wire house firm. I have expertise with value investing.

Please reach out if you are looking to sell your practice or find an advisor that can provide continuity to your practice.

I have the funds available for a down payment for purchasing a practice.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...