Overview

I own a primarily fee based practice in the independent channel. I gather approximately 5+ million a year, 85% or so in managed products. I hope to find an advisor looking to retire in the next few years that is actively looking for a buyer with similar beliefs. CFP® is preferred with a book of business tilted towards equities(stock, mutual funds, index and etfs).

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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