Overview

hello, am financial advisor,working in the industry for 8 years,and building successful practice.i like learning new things every day,and enjoy educating my clients on all of their financial ___ a contrarian to the market, working with private clients, investing money on discretional basis. most of my investments are in equities 80-90%(depending on the market cycle), the rest is in the short term government notes and ___ looking for an opportunities to grow my own practice. I would gladly consider different options from interested sellers. Also I would agree to merge with someone, and join me at my firm, managing and transitioning their business overtime to my practice. thank you,Lana

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,334 days old

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