Overview

I am currently seeking to grow my practice through acquisitions. In 2014, I successfully purchased two practices and would like to acquire an additional $25M+/- book of business. Only interested in the independent broker dealer realm. (I gained capacity through technology and programs offered through my new B/D.) Will pay a premium for any advisor's book whose broker dealer is Cambridge Investment Research, Inc. I am also an OSJ so can supervise and help transition an advisor from another broker dealer to Cambridge to help facilitate a smooth transition for a future succession plan. Licensed in 23+/- states. I am in my 24th year of business and have two full time staff members. One is a fully licensed, CFP and my other is a customer service/office manager. Will add staff as clientele dictates.

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within 2 months

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