Overview

I am a CFP and have been in the business for 20yrs. For most of it I worked for big companies in the WM division until I decided to break away from corporate America and start an independent business from scratch. (Because of non compete I did not bring one client with me). In 5 yrs I have 25M AUM. Would be great to find a seller who has a compatible client base who has an appreciation for their clients and financial planning.

Market
Advisor/RIA
Last Activity
within 6 months

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