Overview

Nearly forty year veteran of the Financial Services industry looking for quality business and/or advisors to add to new firm. Background includes a significant personal business as well as nearly ten year experience as Registered Principal for large local firm as well as President & CEO of such firm for twelve years.

Looking to purchase/merge quality professionals business into new firm who is a branch of a large Cleveland based firm. Desire is to create an atmosphere where clients feel as though they are treated professionally and know they'll have proper backup upon their own advisor's retirement.

Advisor will feel as though their clients will be left in a great place to be services for the long term. As well, they will have a good understanding of the valuation of their business and a plan in place when retirement is desired.

Looking for advisor's with an impeccable background that want a great home for themselves and their clientele.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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