Overview

My business is not for sale. I am a younger advisor seeking to grow my business through regional acquisitions. Ideally, I'd like to connect with retiring advisors who have a similar "downside risk management/total return" investment philosophy.

My business is split between advising on retirement plans and working with individual clients. All retirement plan revenue, and about half of individual clients, is fee-based.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Resources
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