Current Securities Licenses: 4, 7, 24, 63, 66
18 years Brokerage Experience: Producing Branch Manager, Sales Team Coach and Leader, HNW Advisor, Licensed OSJ, Certified Options Principle
I am interested in integrating with a current business looking for succession plan on the independent RIA fee only model. I would prefer to buyout practice with warm transition period over 1-3 years depending on size of AUM. Fee based revenue preferred. The goal would be to provide a trusting and smooth transition for the customers and retiring advisor.
I would like to focus on financial planning and investment management. I am currently exploring custodians to start my own RIA, so for anyone looking to join or talk about opportunities to build a business from ground up, then reach out!