Overview

I have been an advisor for 16 years. My practice consists of approximately 400 personal/corporate tax returns and 355 investment client accounts. Looking for a merger/buying opportunity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
863 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Insurance Business

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