Overview

Advisor with 10yrs RIA experience; former firm had very strict non-compete. Had built up $1M book over 10 years, unfortunately only able to take about $35k revenue with me. Ideally looking for an advisor who wants to sell book or plans to sell/transition over next several years. Significant financial planning and lead advisor experience.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
201 days old

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