Overview

I am a young advisor (30 years old) who holds both a CFA and CFP, and has experience managing a $280M practice across 185 clients for a large national firm. The firm paid a salary that was not competitive and did not provide any revenue sharing so I chose to take a different role about 2 years ago.

I am looking to get back into the industry by serving as the successor to a senior advisor. I would also consider acquiring a practice, along with a partner who also holds his CFP, depending on deal terms.

I do have a few families that would join any practice that I work with.

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