Overview

I'm looking to buy a book of business from an older advisor or consider merging. I have a strong Christian worldview and run my business with integrity. I mostly use TPMM or outsourced investment management. If I have clients ranging from 100k -2million. I'm moving from 60% fee based to 100% fee based in the next few years. I’m with the independent BD Cambridge Investment Reseach and have 90-100% payout with an awesome OSJ. I don’t plan on switching firms.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,204 days old

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