Overview

Mid 40's CFP(R), and MBA, since 2007 looking to purchase a practice, preferring to assist someone transitioning out of the business (succession). I'm open to conversations on opportunities in Phoenix Metro area and possibly as far as Tucson, AZ. Series 7, 63, and 65, life and health/variable. I'm able to keep clients with existing B/D.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
559 days old

Business Data

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