Overview

10 year veteran with the large wire houses; independent since 2012. 75% of my business has been transactional sales for needed cash flow through 2016 (life insurance and annuities) earning $140+K in annual commissions. I've transitioned to mostly managed money in 2017 adding approximately $1M per month. I provide comprehensive Financial Planning for everyone I meet with. Looking for merger/partner or just co-locate our practices for synergies to enhance our practices. Open minded to partnership structure with seasoned advisor or will work with younger apprentice. You must be friendly and intelligent, with integrity and a passion to help others - leave your ego at home. I am a highly motivated and goal oriented entrepreneurial business person and you must have similar interests; my goal is $50M AUM in 5 years. Currently registered with Fidelity, TD Ameritrade and Schwab as custodians. Open to discussing anything that makes since for both parties. I have a first class office suite with 2 vacant offices immediately available for right person(s). Exit strategy 5 years (+/-) you will have first opportunity to make it yours. Let's work together to build a first class financial planning practice.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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