Overview

Comprehensive financial planning practice associated with leading national IBD looking to partner with sole practitioners or smaller firms at or near retirement. Also willing to consider working with smaller firms looking to join larger teams. Business mix, client profile & office culture very important. I have successfully led firms at different levels of leadership as well as ushered three separate practices through merger and succession, raising revenue at each stage.

Market
IBD
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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