Overview

I am a 53-year-old IAR and Registered rep with 23+ years experience and a spotless U4. I currently have a small clean mostly fee-based advisory practice and use TD Ameritrade and Fidelity Institutional as custodians. I hope/desire to work another 15+ years. I am open and willing to relocate for the right opportunity. Interested in partnering, being a part of a succession plan, buy-out, and/or a junior advisor. I would like to have a conversation if you are interested. I can be reached on my cell phone at (___-___-____.

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