Overview

I am an independent financial advisor with LPL Financial. I do business with a partner and we operate as “Western Reserve Wealth Advisors.” I offer investment management and advisory services, and my CFP and CPA experience serves as a nice compliment to this practice.

I primarily assist clients with investment management of traditional, SEP and ROTH IRA accounts, taxable accounts, and college savings accounts. I hold a CFP, CPA, Series 7, Series 66, and insurance license.

I am looking for a small acquisition to grow my individual practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,206 days old

Business Data

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