Overview

I'm here looking for one of two things:

Purchase a practice (ideally with LPL Financial) or Merge with a practice (who ideally is with LPL Financial).

My book is primarily fee-based, and I focus on financial planning. I’m happy to help transition a practice to fee- based / full financial planning. As I grow, I’d love to discuss partnership opportunities but I’m currently not considering leaving my broker dealer.


Last Activity
within 6 months

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