Overview

As my practice is still in growth mode I am looking to bring on another adviser who can help me continue to grow. This will also create an opportunity for the right person to possibly become a partner in the future. I am also looking to buy practices in the area. I am currently converting my book to fee based still have fair amount to convert to fee based but that is my goal for next year to have most of the assets in a fee based. I currently use SEI and TD to custody my assets (also have some assets at various mutual funds companies and NFS).


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within 4 months

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