Overview

Newer as an advisor and planner but 18 years of background in the financial services industry. Strong background in investments and advisory. Ethics and "client first" mentality. Three possibilities to move forward, please contact if any of these pertain to you:

- Would like to partner with to build together or alongside. Great for someone trying to break away from wirehouse or insurance space into the independent world with someone who has expertise and a true independent minded OSJ.

- Would like to buy into your succession plan with favorable terms for the right fit and someone dedicated to a thoughtful transition over time.

- Would like to buy a segment of your business you may have "grown out of" and find it harder to service.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,345 days old

Business Data

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