Overview

IAR of a Hybrid RIA looking to purchase a practice or merge practices to succeed a senior advisor. I have been in financial services continuously since 1996, and wish to grow my practice. As a CFP, I work with my clients interest first before my own every time.

I am in search of a wealth manager that is looking for a succession plan that will give their clients the service that they are used to.

Last Activity
within 6 months

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