Overview

Im looking to acquire a book of business to build on top of my existing practice. I recently left my former private firm of 18yrs and transitioned to the largest independent b/d in the industry opening up my office in north haven.
I work extensively in school systems helping educators with their financial needs.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

Business Data

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Clearing Firm / Custodian

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