Overview

My partner and I are in our mid 30's. We have each been in the financial services industry for over a decade and we built our entire book on our own. We are now looking to acquire smaller practices ($200,000-$500,000 T12) and absorb them into our practice. I am a bar certified attorney whose focus was in taxation, while my partner is a CFP as well as a CRPC.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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