Overview

I need to purchase a practice, or partner with a retiring advisor to accelerate my client acquisition. I have previously managed $50,000,000 and $200,000,000 books of business for a large multinational bank and a mid-sized, family owned, broker-dealer. I believe strongly in serving clients with the highest ethical and professional standards. I hope to complete CFA level 3 and receive my charter in 2020.

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within 4 months

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