Listing in Coral Gables, FL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Coral Gables, FL, US
Fee 0% Commission 100%
Avg Client Age
45
Overview

We currently have a CPA firm focused on accounting and tax services and are looking to expand into investment management. I have a CFA charter and I am currently working for an SEC RIA and FINRA member.

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