Overview

Looking to acquire a practice that I intend to manage for the next 20+ years. I have 15 years of experience as a Financial Advisor, have my CFP designation and am looking for a jumpstart to growing my independent practice. In Reno for the last 10 years and love this community. I currently custody at Schwab and am close to completing Fidelity agreement as well. Currently have about 10mm AUM.

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