Overview

I've worked in the financial services industry for the past 17+ years. During the past 13+ years I've been an external wholesaler covering independent broker-dealers throughout Northern CA, Portland OR, and Reno NV. After extensive planning and preparation, I intend to transition my career to the financial advisor role and would like to incorporate a practice acquisition.

I look forward to the valuable work I’ll do to assist clients in achieving their goals and am committed to helping clients succeed financially, professionally, and personally.

Simply put, the selling advisor should trust that their clients will be in good hands and that their “baby” will be taken care for many years to come.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
392 days old

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