Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Naples, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
Avg Client Age
44
Overview

I have produced in brokerage and private wealth and most recently led both businesses for the state of Florida for a large wirehouse and private bank. I am interested in joining an existing advisor or team with a goal of ultimately purchasing the practice. I have extensive investment, planning, insurance and banking knowledge and business development skills.

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