Overview

I am looking to join, purchase or succeed with an existing investment advisory business on the NH seacoast. I am Series 7 and 66 licensed with a NH Life, Accident, Health license. I just got back into the business after seven years at a bulge bracket bank where I managed a $3bn international fixed income portfolio. Got tired of commuting and being away from my local community. Ready to grow!


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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