Overview

15 year successful financial advisor with my CFP. Looking to purchase / sunset an existing practiice. My practice is with a regional BD. I am a young advisor with many more years to grow my practice. Extremely client focused.

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,262 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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