Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
779 days old
General
Location
Pueblo, CO, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$1,500,000.00
Gross Revenue
$15,000.00
# of Accounts
20
Avg Client Age
40
Overview

I am a young advisor that has been in the business for about 3.5 years now after completing my Series 7 and Series 66 while in college. I am looking to kick-start my career buy purchasing a small practice or becoming a successor for a seasoned advisor that is looking to retire in the next few years. I would prefer a practice at which I could located up to the south Denver area or even Castle Rock down to north Colorado Springs, but am not going to tie myself down to any area if the deal fits. I am a very energetic, hard working advisor that absolutely puts my clients interest first and I take being a fiduciary very seriously. Coming from a heavy sports background, I know the ideas of competitiveness and how in order to become successful at something there always will be the "Grind" that comes with it. I have been learning as much as I can over the last few years from an advisor I have been with but now it is time to branch out and develop my own operation and build my own book of business the way I want to. I would love to speak and see if we can make a deal that works both ways.

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