Overview

Hi, I am a registered principal currently. My goal is to own my own fee-based advisory firm. I am currently pursuing my CFP and a Masters degree in Personal Financial Planning. I am currently a manager for an insurance and broker dealer company. Ideally I would like to work underneath someone for a year and then purchase the business from a retiring advisor/planner. My reason is because I am familiar with the commission based side, but would like to learn about the fee-based side before jumping in with both feet. Through my research I believe fee-based is the best model. I am a capitalized buyer and have the ability to access financing if need be.

Market
Advisor/RIA
Last Activity
within 4 months

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