Overview

Third generation FA looking to acquire a BOB that is focused on providing an exceptional client facing experience. Heavily involved in technology to ensure clients have full transparency of overall financial wellness but still believe in and rely heavily on "in-person" meetings. Licensed in 16 states and counting.

Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Resources
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