Overview

I am an RIA and a CFA. My clients invested in ETFs, Individual Stocks and Bonds. I manage 86 households and 100% of my revenue is fee based. I've been in the industry for 22 years now and I'm looking to retire within the next 2-5 years. However, I would prefer to bring on a younger advisor well ahead of time in order to get my successor acclimated with my clients.

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2 weeks

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