Overview

I recently moved my business to LPL after working for both Edward Jones and Merrill Lynch. I am currently looking to buy a book of business, or partner with an advisor who is planning to retire in the near future and would like to leave their business in the hands of a younger trustworthy advisor.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
May 17, 2016

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...