Overview

I am a CRPC looking to buy practices in the South Florida area. I am also interested in those advisors that are interested in succession planning.

I am an independent advisor with Raymond James. I am in a very unique position as I work in a partnership with a community bank. The bank has over 1.2 Billion in deposits in Dade County alone. A core principal is financial planning.

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

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