Overview

33 year old with 15 years in wholesale financial services looking to transition in to the advisor space. Ideally looking for a relationship where I can buy in to a practice to establish a segment of clientle/revenue in hope to fractionally pursue full ownership buyout over time. I have many centers of influence through which I can attract new clients as well.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
372 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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