Overview

Please see my LinkedIn prolife for professional experience: https://___

After being in financial services for over 15 years I would like to be independent. I strongly prefer to operate as fee-only via an RIA structure. I am open to joining an ensemble practice, but would like to have a fast track to being partner. I am currently under a 2 year non-solicit agreement with my prior employer.


Last Activity
6 months or more

Business Data

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