I am a Merrill Lynch / Bank of America financial advisor who currently work in a branch. I do not own a book of business that is transferable. I have a total of 13 years experience in financial services and have industry designations such as ChFC, CLU, RICP, CLTC and also a MBA.
I am looking to join a Sr FA or RIA to work within the practice with existing clients. My long term goal would be to have equity in the practice with an opportunity for succession at some point.