$30MM AUM | $500,000 GDC in
South Windsor, CT
I have 20 years of experience in the financial services industry. I am a registered Investment Advisor Representative and a Registered Representative. I currently hold the Series 7, 63, 65, 31, 24, Life, Health & Variable Insurance licenses. I am currently looking to purchase a RIA business or engage in a succession plan with an advisor who's eventual goal is to ensure his clients are put in the right hands and eventually, through a well structured succession plan, phase out of the business. I would also be open to joining a team with significant AUM that would benefit from my skill set.
In summary I have joined this site in search of rapid expansion through acquisition. The funding is there. I am simply looking for the right businesses to purchase at the right location.