Overview

I worked previously at Edward Jones for 6 years and built my business to $350k TGR and $21 AUM. Since moving to Waddell & Reed I've only been able to transfer half my book. Edward Jones is not a part of the broker protocol and contacting former clients is not an easy work around. But I will build back what I've lost in 2 years.

W&R has recently been purchased by LPL and so now I'm only looking for opportunities with other LPL advisors. I'm open to purchasing a book, merging practices or working with an outgoing (retiring advisor). I have capital and can secure any remaining funding needed to move a sale along quickly. I'm motivated and driven. I hope to connect soon!

Last Activity
within 4 months

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