Overview

CFP® Professional interested in acquiring a local firm of commensurate size. Critical to a cultural fit is a common philosophy of process-based comprehensive planning and client advocacy delivered in identifiable service models. Happy to consider having a transitioning advisor stay engaged with a clear set of roles and expectations in serving clients within our service models and philosophy.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Insurance Business

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