Overview

I’m an advisor in the bank channel looking to move to a more client and advisor friendly platform. I’m open to joining an existing team or structure a transition plan. Approximately $40m of my book is portable and is primarily fee based. I hold multiple designations and have an extensive planning background.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Nov. 6, 2018

Business Data

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