Overview

Fee-only, independent RIA with client-centric business interested in buying your existing practice or playing a role in your succession plan. I have wirehouse, family office, and Big 4 public accounting experience. XYPN member.


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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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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