Listing in Lone Tree, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
790 days old
General
Location
Lone Tree, CO, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Overview

CFA Charterholder and CFP certificant with 9 years of Portfolio Management experience and 18 years of industry experience looking to buy a book of business or join an established practice as a successor.

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