Overview

I am a 53-year-old IAR and Registered rep with 23+ years of experience and a spotless U4. I currently have a 'small' clean primarily fee-based existing practice. I hope and desire to work for another 15+ years. I am open and willing to relocate for the right opportunity. Interested in partnering, being a part of a succession plan, buy-out and/or a junior advisor. I have my life insurance licenses in MI and FL.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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