Overview

Advisor in mid 40's with 20 plus years experience. 90% of my time is spent either with my clients or working for my clients. A true outsourcer, my business is process based, work flowed and has capacity. Looking for the perfect match to purchase a firm or merge with a business with like minds.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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