Overview

Looking to expand independent practice buy purchasing an existing book of business in the Greater Pittsburgh area. Seeking fee and commission based inquiries. My priority is always client first and the relationships I build, not the income I make. I will service all clients with the same level of care you would to ensure a smooth transition.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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