Listing in Nashville, TN

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
232 days old
General
Listing Type
Buyer | Continuity | Join A Practice
Location
Nashville, TN, US
Fee 0% Commission 100%
Overview

I am looking to purchase a practice or continue your practice in the next three years (2020-2021). I am a CPA and taking my CFA Level III in June 2019. I also plan to earn my CFP after I finish the CFA designation. I have experience valuing investments and building/maintaining professional relationships. I am currently at Jackson National with their advanced strategies team specializing in complex retirement, estate and tax planning.

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