Overview

I've just relocated here from the Northeast. A significant number of my most wealthy clients passed away in the past 2 years so I'm rebuilding.

Previous to that I had assets of 60 and trailing of 700. I've been with 3 large firms in my 32 years both in management and sales. My U-4 is 100% clean. I'm 58 and would like to do this until I'm 70 so either looking to buy or merge. Not really sure of the size I want to purchase so I'm open. I guess ideally I would like to merge for a period of time then finish the purchase. Would work better if you were with LPL.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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