ICYMI: Mature Solo Practitioner in Connecticut looking for successor
Mary Ann Buchanan | RIA Match, February 2019
Read the article online >Summary: Sole owner of 32 yr old small hybrid independent RIA/BD. Looking at succession but not full retirement. Seeking experienced break away individual to join me and learn the fee business while they manage their existing, portable book w/o any quotas and bureaucracy. The eventual goal is to become my successor. Spotless compliance record required. A unique opportunity.
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