Overview

I am a Financial Advisor with 14+ years of experience. I have only worked for two firms and currently clear through LPL Financial. I am looking to purchase a practice, either in full or partial, within a 1 year timeframe. I am open to obtaining funding from LPL or having the seller self-finance. I am open to opportunities between Denver Tech Center and Fort Collins. Half of my clientele is in the Denver Metro area, another 1/4 are in Northern Colorado and another 1/4 are out of state. Currently only interested in acquiring a practice already clearing through LPL Financial.

Market
Advisor/RIA
Last Activity
within 6 months

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