Overview

I am a young advisor in the Oklahoma City area that has been in production just over 9 months and I am looking for opportunities to grow my business through acquisition (my firm will negotiate terms and buy on my behalf), merging and/or joining a team. I would prefer to stay at my current firm, but I am open to suggestions. I want to run my business mainly in an advisory capacity, although I know there are certain clients who prefer to do their business in a brokerage style relationship. I am looking for an opportunity to learn from an experienced advisor who can teach me how they built their book while simultaneously growing my own through networking, referrals, seminars and cold calling.

Last Activity
within 6 months

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