Overview

Following a period of near retirement, I want to renew building my fee-based business with the goal to double my current AUM's and number of clients. That equates to a minimum of 12-15 additional clients each averaging $250,000.00 in AUM's. With over thirty years as a producing broker and investment advisor, I am seeking only mature, stable, family-oriented, conservative investors who are either seriously planning for retirement or are already in the throes of retirement.

Last Activity
6 months or more

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