Overview

Former business owner turned FA at large North American BD managing $24MM and ~250 households before moving to the UK for an opportunity for an international assignment for my wife. After being abroad for 3+ years and returning to Central Ohio, I am hoping to connect with an Independent RIA who is looking for a mid-career (I'm 41), forward-thinking professional to join/grow their practice, transition toward retirement and eventual ownership.

I currently hold an active Series 66 and OH insurance licenses (7 expired) with a clean U4. I have experience with Elder Law/Medicaid Trusts and all investment/insurance products. I am an eager prospector, with high moral standards and I enjoy building relationships anchored with mutual respect and trust.

I can be reached at ddcropp at outlook dot com or ___-___-____

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
950 days old

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