Overview

Thirty year investment professional looking to make small to mid-size acquisitions. This should help ensure a smooth transition and keep my practice manageable enough to still provide personal attention to each client. No acquisition is too small to consider. I work with clients in 10 states other than Florida with a heavy concentration in the Gulf South, so out of state practices can be considered as well.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

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