Overview

I am an independent advisor with LPL Financial here in Charlotte, NC and in search of a smaller advisor who would want to join / merge and start building out a larger firm with a focus on Financial Planning.

I was an advisor in FL for 12 years before moving here last year at which time I have decided to go to the independent channel at LPL. I dropped 50% of my client base so I can service my clients in FL while growing my local presence here in a 100 mile radius. I would also be interested in as serving as a mentor to a newer advisor that wants to build a sustainable carrier with the help of an experienced advisor.

Thanks.


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