Overview

I am a CFP, CLU, CIM, Investment Advisor and Portfolio Manager, with an excellent firm which allows me to keep 100% of client fees and commissions. This puts me in a unique position to assist a senior/retiring advisor. To allow the advisor to receive a very good payout as he/she eases his/her way into retirement and beyond.

Looking to bring in/join a senior IA/PM with a book of about 100M AUM, to work together as an associate for several years. I can provide the advisor with a very good percentage of the income before and beyond the advisor's retirement. I would service the clients with the utmost quality.

Last Activity
6 months or more

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