Overview

I run a fee based advisory business. I am a CFP and an AFA apart of an established practice with a staff and support. I have been in the business for 22 years. I am looking to buy/merge as soon as possible. I am interested in any size book and any kind book. I have a very nice fully furnished office.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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