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 am also interested in 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. I also have financial planning experience, earned the CFP designation in 2008, and also hold the CIMA designation since 2011.

Extended Profile Information

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