Overview

I am currently part of a team at a large practice and help run a hybrid-RIA through LPL where I have helped 9 Financial Advisors transition their practices to. I majored in Personal Financial Planning and am pursuing my CFP while also looking for an Financial Advisor that needs a successor in the next 1-5 years. Since I have helped multiple Advisors transition their practice, I know that no practice is the same and that there are multiple scenarios for the transition of the book of business, I would like to find an advisor that is looking to retire in the next 5 years and would like to find the right solution for them and their clients. If you are someone you know may be in this situation please message me and let me know.

Market
Advisor/RIA
Last Activity
this week

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