Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
174 days old
General
Location
Denver, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

I have twenty years of sales experience, fifteen in finance/credit, twelve years of experience as an advisor, thirteen in insurance, five years of OSJ experience and five years of acquisition experience. I've sold a book I've built in the past, and am looking for a practice to acquire in order to re-enter the industry. I'm looking for a book between $325k and $1mil in annual revenue and am not too concerned about location at this point. My U4 is clean and ethics and compliance are of the upmost importance to me when caring for my clients. I recently began the process of re-opening, but I don't really want to have to do this from scratch again. That allows me to be in the strategic position of availability, flexibility and experience.

Please let me know if you want to engage in a conversation about your book, and we'll see if we can find an opportunity for both parties.

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