Overview

I started as a solo Financial Advisor this last year working for D.A. Davidson, a 100% employee-owned BD based out of the Northwest with a phenomenal company culture. I am looking to buy out a book of business from an Advisor who is looking for a succession plan or merge with an Advisor who is interested in joining the firm. If interested in merging and joining the firm, a bonus to join the firm along with a buyout program upon retirement can be discussed.

I am seeking to create a fee-based advisory practice, but have inherited clients who are on a brokerage model and will work to transition them over time. I obtained my Series 7 and Series 66 licenses in 2011 and hold my Life & Health Insurance licenses. Previously I worked for JPMorgan Chase as a retail banker and then for an institutional investment firm as an Analyst in their Client Relations & Marketing area before going back to school to obtain my MBA. I have a rich family heritage with D.A. Davidson and am a third-generation Financial Advisor who is hungry, not afraid of hard work and cares about people. I would love to have a conversation with you!

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
556 days old

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