Overview

I am a Independent Advisor Representative in Latham, NY with LPL Financial. I am looking to grow my practice through merger or acquisition. I spent 8 years at Bank of America/Merrill Lynch Prior to joining LPL Financial. I believe in Financial Planning and Fee Based relationships for asset management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Aug. 2, 2021

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