Overview

CFP® with 20 years in the industry and completely clean U4/BrokerCheck. 16 years as a rep at a BD, spent the last two+ in a management role at a different IBD/RIA, prefer to move forward as a producer rather than manager. Happy to buy a practice using nearly any available structure or work out a succession plan to the seller's liking.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,302 days old

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