Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
456 days old
General
Location
Eagle, ID, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...