Overview

I have worked in various aspects of financial serves, from Portfolio construction to wholesaling to most recently a financial advisor. As I have never worked building my own practice until recently I am starting from the ground floor with my own AUM. Therefore I am currently in the market to take over a small to medium sized book of business. I am interested in doing this either through purchasing the book out ride, or joining an advisor/ practice with the clear intention of being their succession plan. I have a strong background in managed money, insurance and financial planing. I feel confident I would be able to help maximize revenue and book value during that the transition process.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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