Overview

I have been licensed since 2010 and been with Merrill Lynch since 2014. I manage a book that is worth 80 million, although post split it is 42 million because of the arrangement I made with my team as a trainee. I am interested in joining an existing independent practice as well as purchasing a 10-30 million book of business after going independent.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
101 days old

Business Data

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