Overview

Interested in buying a practice or joining a practice in a successor role with takeover in 2-5 years.
I have been in the industry 24 years, so not much training would be needed.
My focus is on financial planning and fee-based business, though I am open to any solution that helps my clients meet their goals.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,504 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Technology Solutions

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