Overview

I have recently(6 Months ago) split from my BD/RIA to start my own RIA. I have 8 years of experience. I have a good foundation built with my current practice but have extra time that I would like to use on growth and/or higher income. Interested in any opportunities that allows me to keep my practice. Merging, buying client accounts, assisting another advisor with the goal of succession, helping another advisor as an independent contractor or any other ideas. The only stipulation is that I do not want to give up my business and the ability to grow it.

Last Activity
6 months or more

Business Data

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