Overview

My book is very simple. I have my clients invested in Stocks, ETFs and covered calls. I have 2 accounts and I'm 100% fee based. I am looking to sell the RIA along with the accounts. I am joining another firm and will not be able to take the clients and will not be able to be dual registered.

Market
RIA
Last Activity
6 months or more
Listing Age
725 days old

Business Data

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