I am looking to do one of two things...

1) Purchase a practice from and advisor looking to sell now. I’d prefer advisor to stay on board for 1-3 years in order to make client transition and retention effective and efficient but the conversion is open to how we structure the deal. I have the financial ability to purchase both large and medium size practices.

2) Create a true succession plan with an advisor looking to retire in the next 1-10 years. I am a young, highly qualified and experienced advisor who’s had a lot of success building my own practice in a short period of time. The majority of my clients are between 40 and 60 years old but I also work with a fair amount of clients who are older and younger. My goal would be to join practices with terms of a future succession already outlined and agreed upon. I have several ideas about how this would work but I am open to and excited by the conversation with other advisors.

Member Level
Last Activity
within 2 months
Listing Age
1,376 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities


Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred