Overview

I am the CCO for a corporate RIA under common control with a large IBD, and I am ready to leave the home office world and purchase a practice that I can grow for the next 20+ years. I began my career in 1999 as an advisor, and worked in that capacity for seven years before moving into home office compliance roles. I have my CFP designation and will focus my practice on wholistic financial planning and low cost asset management.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
88 days old

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