Overview

I have a growing practice and looking to assist another advisor through acquisition/transition who is exiting the business. I have almost 7 years of experience, work with a well established St. Louis-based firm, and have an independent feel to my practice. My practice is mainly commission based, but transitioning to fee based, focusing on providing education and guidance to professionals and those getting close to retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Oct. 31, 2018

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