Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Fort Collins, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$41,000,000.00
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
55
Overview

I am young CFP with 20 years industry experience looking to expand my business through acquisition and succession planning.

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