Overview

I'm a well established CFP advisor working with an independent RIA. I'm looking to either purchase a practice to start my own firm with the newly purchased practice and any other clients that would leave my current firm to continue to work with me, their primary advisor. I would also be interested in working with a firm that was looking to establish a succession plan for their practice and have a well established advisor rather than going to a recent graduate.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,005 days old

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