Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Washington D.C., DC, US
Profile Type
Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$10,000.00
# of Accounts
100
Avg Client Age
55
Overview

Experienced, top-performing CFP/ChFC looking for an opportunity to join a great team! Considering leaving a management position and returning to be a full time Financial Advisor. Interested in succession/ partnership opportunities in the Washington D.C area. Currently holds Series 6, 63, 65, 7, and 24 licenses. Also has L&H license.

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