Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Boston, MA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$700,000.00
# of Accounts
160
Avg Client Age
60
Overview

I am a CFP looking to leave my current position and partner with an Advisor that is looking to grow their business with experienced help or transition into retirement while ensuring a smooth change for their clients and their clients' families.

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