I am a financial advisor with 18 years for experience. My business is primary fee based, secondarily mutual funds. My background is financial planning, with most of my clientele receiving a plan at some point in our relationship. I also hold and accounting degree. The majority of my clients have been with me long term. Average of 15years.
I am young enough that I would like to grow my business. I would like the opportunity to purchase a book of business from someone of similar business background and clientele.
I live and work in Fargo ND and would be interested in working with and advisor from the surrounding area.