Overview

I have a practice built over 10+ years of mostly fee based relationships and as a Branch Manager lead 18 advisors to help inspire confidence and simplify the lives of their clients. I am always looking to purchase a practice or help an advisor in the local area with a succession plan. A practice of local clients with assets >10mm or a CPA looking to build a relationship and focus on solely their accounting practice.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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