Overview

I am seeking to buy a book/practice in the NE Phoenix / North Scottsdale area. I have 15 years of experience as both an reg rep and advisor. Looking for a 100% fee practice only, without a BD. I use mostly DFA and American funds for my investment solutions. No disclosures on my CRD, and MoneyGuidePro and Riskalyze for Financial Planning.

Last Activity
6 months or more

Business Data

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