Overview

I am a team of myself and a junior advisor who just joined me and is in training and a licensed assistant . I am looking to grow my business both organically, through marketing and am open to purchasing a book of business. I am also developing a succession plan, having been in the business for 30 years. My new partner is part of that plan but am looking to bring in an experienced advisor/team as well. I use a combination of individual securities, funds and ETFs, utilize financial planning for all clients and have a specialty in social impact investing.

Last Activity
6 months or more

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