Overview

After 23 years in corporate and being bought out due to acquisition, pursued my main interest of providing financial advice as a FA. Obtained licenses and built book of business at EJ for approximately 3 years then went independent with Cutter & Co. Business consists of 90% fee based; however, hold Series 7 and 66, insurance licenses. Solicit with another RIA in many capacities and looking to find an advisor that has a smaller book of business that is looking for a succession strategy.

Market
Advisor/RIA
Last Activity
within 4 months

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