Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
653 days old
General
Location
Port Jefferson, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
400
Avg Client Age
55
Overview

We have an independent financial planning management firm and I am looking for a motivated advisors that want to grow this business. Our Broker Dealer is LPL Financial which is the largest independent broker dealer in the United States. Being independent allows you can concentrate on doing you best for your clients with out corporate mandates.

LPL offers hefty transition dollars based on trailing 12 and offers advisors lucrative payouts. Please feel free to reach out for a confidential conversation.

I am looking to grow the office. I am open to discussing and getting creative with any situation. No one gets hurt with a confidential conversation. Please feel free to reach out to me and lets see if there is a mutual opportunity.

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