Overview

I currently work as an executive for a large FMO/RIA. I have been in the insurance and RIA space for nearly 10 years now. I am interested in becoming an independent FA and ideally buy into a practice where the owner is looking to retire within the next 2-3 years. I already have a down payment and financing in place.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
28 days old

Business Data

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Clearing Firm / Custodian

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