Overview

Open to all ideas that are mutually beneficial for every party involved. Clients come first. Emphasize fee based financial consulting and asset management. I would be interested in partnering with another advisor to share an office and ideas. Further, I am looking to become a successor to those who may not have a succession plan, buy practices from those exiting the business, acquire smaller portions of books from those looking to pare their practices down, buy assets from primarily insurance advisors and also those that do a majority of business direct at fund. I have agreements with multiple parties to help finance a transaction in addition to my own capital.

I would also explore the idea of sharing office space (Metro West) with someone else and see if the business grows into a partnership/merge situation. Ideally, there would be a loose partnership to exchange ideas, have camaraderie and reduce overhead.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...