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 have an RIA set up, but haven't chosen a custodian.

Market
RIA
Member Level
Basic
Last Activity
this week

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