Overview

Looking to purchase a fee based book of business. I am open to all opportunities that arise to discuss what is feasible to both parties. I have purchased a prior advisors practice in the past. I have been in the financial and accounting field for 15 years. Helping clients with all aspects of financial planning, has been a major key to my success. I aspire to be with my clients through every building block needed to fulfill personal aspirations such as marriage, beginning a family, saving for college starting or selling a business, retirement planning, and estate planning. On my spare time I enjoy being active playing sports and giving back to the community. I am a founding member of a non profit organization and I have been on the board since 2011.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,265 days old

Business Data

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Clearing Firm / Custodian

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