Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
786 days old
General
Location
Golden, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$120,000.00
# of Accounts
79
Avg Client Age
49
Overview

Looking for a like minded experienced advisor with a focus on fee based accounts with a strong financial planning background to learn and grow with. I would like to work my way into partial or full ownership of an experienced advisors book of business. I have been with Waddell and Reed working as a financial advisor for almost three years with prior financial planning experience before my time with Waddell and Reed. My business evolves around fee based managed accounts and fee based annuity accounts with advanced financial planning services. I am content growing and evolving my business but if the right opportunity presented itself with the right individuals I would strongly consider it. I am a US Navy veteran and a third generation financial advisor currently wrapping up my MBA with plans to finish my CFP in the next year. Please reach out with any questions and let me know when we can schedule a meeting to discuss the potential possibilities.

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