Overview

I've been in the trading and financial services business for over 25 years. I have my CFP and CIMA and I'm looking for a succession opportunity, but would also consider purchasing a practice if the opportunity is right. Ideally, the seller would stay on for a period of months or a couple of years as I build relationships with your clients. I am custodied at Schwab.


Last Activity
this month
Listing Updated
Dec. 21, 2023

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