Overview

I am a 38 year old CRPC certified Financial Advisor with 15+ years of experience in bank-based advisory, discount brokerage, wire house advisory, and financial goal and investment planning. I am seeking an opportunity to join an existing RIA or Advisory Practice to help an Advisor prepare for succession planning regarding his or her existing AUM book and or continue to grow an existing practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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