Overview

I am in independent financial advisor in his mid 40's looking to actively grow my practice through acquisition. I am a Cornell graduate with an MBA from Wharton and I just became a CFP(R). My focus is on developing long term relationships and I am almost exclusively fee based.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,398 days old

Business Data

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Clearing Firm / Custodian

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