Overview

I am an independent advisor looking to grow my business through acquisition. I understand that those that are selling want to make sure their clients are being taken care of in a style they are comfortable with while also earning a fair price. I have 17 years of experience with 7/66 and LUTCF and RICP designations. I focus on comprehensive planning and fee based investment management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,191 days old

Business Data

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