Overview

Independent Financial Advisor with 25 years of experience running a successful practice looking to acquire a fee-based practice. As an Investment Advisor Representative, I provide comprehensive financial planning to my pre-retiree and retiree clients specializing in the retirement distribution and legacy planning phases. Seeking to purchase or partner with an established practice where I could bring value in the areas of multi-phase income planning, wealth management and risk management.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
985 days old

Business Data

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