Overview

I am part of an LPL-affiliated office in Louisville, KY. I oversee about $60 million in personal client assets, about 70% of which are advisory assets that I manage with discretion. In addition, I also have 12 401(k) plans that I advise on. Gross annual production around $460K.
I would consider opportunities to buy or merge with another local practice for purpose of growing my business.

Last Activity
2 weeks

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