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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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