Overview

I am a 25 year experienced RR, a CFP and past FA, DM, CM, RVP and NSM for a small national independent B/D. I recently joined a long time friend and colleague at his new thriving firm (an LPL Hybrid RIA/OSJ) as member of their leadership team. While here assisting the firm in it's growth metrics currently, our vision is to purchase other books to fold in either on the B/D LPL platform or the RIA direct custodian platform.

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6 months or more

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