Overview

I am 70 years old and a CFP with a very simple practice. I am looking for a younger advisor to join my RIA and buy my practice over time. The advisor should have a small advisory book of business and live in Northern AZ. We are looking for someone that has a good sense of humor, is coachable, and takes a consultative approach.

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within 2 months
Listing Age
1,278 days old

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