Overview

Looking to potentially buy or join a practice. 5 years experience. Heavier on the Insurance due to clientele but growing my investment business. Younger clientele but many clients are High Earners not Rich yet. Average client is between 35-50 with a min joint income or solo income exceeding 200k+, most clients are C suite and owners, live in Colorado with kids.

Last Activity
within 3 months

Business Data

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Clearing Firm / Custodian

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