Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Knoxville, TN, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
Overview

Currently I work with a broker/dealer servicing our group of advisors and their clients. I am looking at possible opportunities to purchase, join or be the successor of a practice. AFter ten years in the business working with retail clients and financial advisors, I have learned how to run a practice with the upmost efficiency and low cost. If you are cost conscious for yourself and your clients including using investments that have low expenses let me know so we can have a conversation about what I can offer.

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