Overview

I am looking to purchase practices within 200 miles of Albany, NY. I am mostly interested in practices already with LPL Financial. If you are with another Broker dealer, I am still potentially interested, if your book replicates one of the 3 practices outlined below.
1)- Fee Based practice
2)- Balanced book of business (Insurance, Fee Based, Mutual Funds, Annuities, REIT's, BDC's, Individual Stocks, Bonds and CD's)
3)- Practice that consist of Mutual Funds (held in Brokerage accounts) and has no more than 40% of their book in Annuity contracts.
I have high level experience in Insurance Planning for Buy-Sell Agreements, Executive Carve Out plans, Estate Planning, Financial Planning, Investment Management and Brokering sale of individual equities. If you meet the qualifications, please call to set a lunch meeting.

Last Activity
6 months or more

Business Data

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