Overview

I am a Certified Financial Planner. I have inactive series 7 and series 66 licenses, and NC insurance licenses. I have been working as a financial counselor for the US military. I have been living in the United Kingdom for the past year and a half. I am looking to get back into the financial advisory/financial planning business. I am interested in buying into a practice as a partner or buying a practice outright. We would like to end up in the Pinehurst or Southern Pines area, which is why we would like to buy a practice in that area. I have experience working as a financial adviser.

Last Activity
6 months or more

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