Overview

Looking to serve as succession plan for an advisor. MBA + 17 years experience as a financial advisor, financial planner, investment manager. Sold my client book in 2017 to move to Portland for family reasons. Now flexible, looking to live in either the Portland/Vancouver or Boise area. Worked as a financial planner at a CPA firm in non-licensed role since July 2017. Still (barely) within 2 years, able to keep FINRA licenses (if desired) if we act quickly.
Excellent technically, will take great care of your clients. Very open to working as a team with you until you are ready to exit. Very open to working with existing staff, if any. Big believer in teams, to best serve clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
848 days old

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