Overview

I am a CERTIFIED FINANCIAL PLANNER™ and have been an Advisor 7 years. I am 33 years old with a long career ahead of me. I work alongside another Advisor with 25 years of experience. We are looking to acquire and/or become the succession plan for investment advisors looking for a trusted and competent team to continue the success he/she has built with their practice. We have a process in place to make the transition optimal, and can offer a great value for any potential seller.

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within 6 months

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