Overview

I have the financial resources to partner with a veteran advisor and purchase his practice as a successor. I have a 14 year career in financial services, but recently moved to a new city for my wife's job. I'm willing to work hard and use my knowledge to create value for any team that wants me.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Resources
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