Overview

I am a young advisor interested in either finding a veteran advisor who is looking for a successor to transition into retirement with a % payout of overall GDC, or purchase to a book a business outright. I have money saved for a down payment if needed. Willing to relocate.

I am 28 years old with 5 years experience in the industry. My current role is a financial advisor and officer manager for a local bank. LPL is our current Broker Dealer.

Licenses: Series 7, Series 66, Life and Health Insurance License

Last Activity
6 months or more

Business Data

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