Overview

43 year old CFP & AIF with 18 years industry experience and wealth management team including CFA on staff. Recently set up Independent RIA, with back office support from an RIA with $5B in assets they support. Seeking to grow to $100M plus by year end. Looking for a junior advisor with a book of business to join our team, a senior advisor looking to transition out of the business in the coming years, tax profession with a masters in tax and 10 plus years experience looking to join a wealth management team. Check out our website ___ We use eMoney, Tamarac, Salesforce, Riskalyze, Morningstar and Fi360 currently. Custody at Fidelity and Schwab. B/D is only for legacy business and will eventually go away.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,202 days old

Business Data

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