Overview

I am currently looking to leave a very annuity heavy fee and commission structured partnership to start my own RIA as fee only OR commission and fee but with a far lower percent of annuity business. I am 40 years old, have been in this business since 2006 and I am a CFP(R) practitioner. I am willing to place a reasonable down payment or am willing to pay extra, above valuation, over time with a smaller down payment. Basically, I need to find a book of business to allow me to make the leap and get out on my own. I am very flexible - please contact me to see if we can strike a deal that works for us and most importantly your clients.

Thank you!


Last Activity
6 months or more

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