Overview

In 2020, I started my own firm after being an advisor for over a decade. I am a CFP and primarily operate fee based. I am looking for opportunities to purchase a book of business/practice. I am not in a hurry to purchase so for those of you that may want to retire in the next 2-10 years, I'd be interested in talking. I am open geographically, as I'd like to expand and have offices in multiple states.


Last Activity
2 weeks
Listing Updated
Dec. 21, 2023

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