Overview

25 years of documented success in our industry. 13 years as a leader managing financial advisors.
I ran a small b/d as President that cleared through RBC.
SERIES 7, 24, 65, 63, 4, 53. No current book of business. So all my time will be spent on our collaboration.
Zero complaints.
Outstanding industry reputation and network.
Looking to buy or continue a business with a mutual option to buy.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 4 months

Business Data

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