Overview

I have been a wholesaler for the the last 8 years. I do have 4+ years of advisor experience prior to going to wholesale. I am looking to move back to the advisor role and buy a book of business or join a growing firm that will allow me to buy and manage a book.


Last Activity
within 4 months
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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