Overview

I am working on a team at a broker dealer. I earned $300k of revenue in 2020. However, my personal assets that are not attached to the non-compete are not enough to allow me to go independent. I am looking to buy a book of business with the hopes to go independent in the near future. Ideally an established fee-only practice that is interested in allowing me to work within their practice to transition clients slowly for a succession.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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