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AUM | GDC in Parker, CO

Member Level
Basic
Last Activity
this week

Business Mix:

100% Comm
0% Fee

General

Location
Parker, CO, US

Overview

I am an independent financial consultant in Parker, Colorado. I have been in this business since 1992 in Colorado. I am planning expansion through acquisition and/or succession. Looking for a practice to buy. My huge book was distributed when I left UBS due to family responsibilities toward my aging parent. I am an OSJ, Registered Principal. I have a Clean compliance and audit record. I run my practice in a highly ethical manner. I possess strong academic background with degrees in MBA, MA, and Law. Would like to hear from interested advisors at ___-___-____.

 
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