Overview

19 years as single owner shop - my independence is my greatest joy. Now past age 50, I'm considering other possibilities, including merging practices, grooming a junior/successor for the long term, or other ideas. I'm considering smaller partial sales of my book so as to segment more of the clients that are a current best fit vs. those that aren't. My first preference is to consider opportunities with other LPL representatives, so that a broker/dealer change is not necessary. Note to very large shops who are simply trying to vulture in and scale up: I'm not your huckleberry.

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