Overview

I am a CT State RIA and looking to grow my business internal growth and through acquisitions of small RIA's. I clear thru Interactive Brokers and would like to acquire a business with same initially. I help clients with planning, but am not a CFP. I have over 20 yrs. in business, but have always worked for others and built very successful practices. I am looking to build for myself. I work with ETF's, no load funds, bonds and equities. I do not use annuities or load funds.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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