Overview

I am a 43 year old well established advisor attempting to merge my practice with an advisor in need of a succession plan or purchase a practice. I have a well established organization committed to client service and attention. I have an extensive knowledge of the 401(k) industry as well and serve as a 3(38) fiduciary for our corporate retirement plan clients.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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