Overview

Looking for MORE partners here in LPL to work with on acqusitions together that are currently underway and finding more, and then be my successor down the road. Must be in Colorado.

Join us, and you keep your clients, we keep ours, we do a split on acquisitions, work together and have fun, then you get what we were splitting when I retire. Simple. In practice for 19 years, from AG Edwards to Merrill Lynch to LPL, and NOT leaving LPL, so do not ask.

I'm looking to do a lot more acquisitions of any size, small to large, nationwide, and my RIA has terrific support staff. There are 5 advisors on my team, including a financial planner, we are fee based and there is another advisor waiting locally to join us here. We are looking to add more advisors here. Good people, leave your ego elsewhere, be process based, collaborate with us and have fun.

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within 3 months

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