Overview

I am a CPA with previous experience as a registered representative with a broker dealer. I have ended my broker dealer association and am changing to an independent IAR (Series 65 done). I am looking to partner or associate with an RIA. I have clients to bring into a fee-only arrangement. I will also bring high level tax compliance and planning services to the current client base. I believe a full service RIA and CPA partnership will provide clients with a higher level of service they cannot get anywhere else.

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

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