Overview

After a 17 year accounting career I have been a financial advisor sole practitioner for 24 years providing financial planning and investment services. I am looking for a younger advisor to join my practice and continue to build their practice.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
932 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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