Overview

I have been in the business for 4 years and licensed as a financial advisor for just under 2 years. I am a 2nd generation advisor and could not love this career more. My goal as I grow my practice is to acquire small strong books of business that I can build a relationship with both the clients and the current advisor. Looking for predominately fee-based books of business.

Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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