Overview

21 years In the business as a Financial Planner and doing fee based discretionary asset management. Also have vast knowledge of insurance planning and estate planning. I am in my mid 40's and looking to expand my practice or possibly looking to help with business continuity with an Advisor's practice. I have purchased a book of business before and have found it helpful to do a slow transition of a couple of years or less.

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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