Overview

I'm looking to serve as the successor to a small RIA or IBD practice looking to exit the business in the next 3-5 years. I focus on fee-only asset management and financial planning as a CFP and RICP practitioner. I'm also completing my MSFS with a concentration in retirement planning. I have $175,000 in revenue which allows me to be an asset to any firm on day one, while giving us both a runway to make a smooth transition for your clients.

Market
IBD
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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