Overview

I am an experienced Financial professional, about 12 years in the industry, who has worked in investment sales and advice planning including managing a team of CFPs. I am looking for an opportunity to partner with or succeed a FA with an established book of business or an opportunity to grow with a company. I hold various Finra licenses including the 7,66, and 24 and have my CRPC designation.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

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