Overview

I am a sole practitioner who has been in the business for 24 years. I am a CFP. I am looking to acquire another book in the years 2021-2022. I work from home but would be willing to look at office space in order to grow. I deal in mostly mutual funds and individual securities and insurance. I would be looking for a book that does mostly mutual funds and individual securities. I would like to find a book in eastern Virginia. I am looking for a book that is 20-50 million in AUM.

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