Overview

I have been in the industry for almost 20years and have been both a wholesale and retail advisor. I am taking the 65 test in next 60 days and hoping to buy a fee based practice to expand and add my sons to practice over next 3-5 years. Currently, all of my income is commission based. I would like to convert the practice to fee based and add revenue stream for succession planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Nov. 26, 2018

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