Listing in St. Petersburg, FL

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Successor
Location
St. Petersburg, FL, US
Fee 0% Commission 100%
Overview

Buyer without a practice.
I am in the process of establishing my own financial planning and wealth management firm (RIA / hybrid). I would like to buy a practice, I seek a firm that is predominantly fee based.

I will also consider joining a firm with the intention of a buyout within a reasonable timeframe.
I have about 20 years of industry experience with a focus in asset allocation and investment selection and hold the CIMA designation since 2011. I have financial planning experience, earned the CFP designation in 2008.

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