Overview

Myself and my 2 partners are looking to acquire some more assets. We have the AIF, CIMA, CFP, CPA, CFS, CTS designations between us, as well as the series 66,65,63,7 and life and health insurance licenses. We have a very long time horizon in front of us and are open to any transition process that is most beneficial to you and your clients.

Market
RIA
Member Level
Premier
Last Activity
this week

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