Overview

I am CFP ®, CFA level 2 candidate who worked for a wire house for 10 years and then a discount brokerage firm(13 years as an advisor). I am looking to either find an advisor looking to retire in the next ten years, create a joint practice to eventually arrange a sunset agreement or find a small team who wants to add a member that has past experience working current clients, leads, and create synergy in different segments of marketing and running a business.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
357 days old

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