Overview

I am interested in purchasing either a practice or AUM outright. I have been in the business for 30 years and am in the process of bringing my children into the business. I intend to keep growing my business, but a purchase would accelerate the growth for my children. I intend to be actively involved for another 20 years. A purchase could be a situation where someone walks away from their practice immediately or transitions over several years. My broker dealer is LPL which allows me to manage advisory assets with other custodians in addition to LPL such as TD Ameritrade, Pershing, Charles Schwab, and Fidelity. This would minimize any transition pains for clients. My business tends to be a split between advisory and annuities. Clients who need or want a guarantee are guided towards annuities. Clients who prefer to maximize flexibility and/or minimize expenses are guided toward advisory accounts.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...