Overview

Looking to buy a book or two of business. Have been in the industry 16 years as a wholesaler. Have my CIMA designation and an MBA. Not currently managing money but interested in that side of business. Willing to join a team as well if it’s the right fit. Prefer fee based IBD or RIA.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
July 11, 2018

Business Data

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Clearing Firm / Custodian

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