Overview

I am a financial advisor in Highlands Ranch seeking to acquire another small practice in the area. I would prefer that the seller be willing to stay on and assist in the transition for at least the first year. I like to bring a personal touch to my practice and all of my clients and I hope to increase my footprint in this area of Douglas County. I have 35 years of experience, hold 8 securities licenses and an insurance license.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

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