Overview

Highly credentialed Certified Financial Planner with 14 years practice history, seeking to expand practice through acquisition of a fee-based practice for sale.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
1,201 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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CRM Systems

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