Overview

Hello! For the last two years I have been running my own Independent Planning practice through LPL Financial. I base my practice around Financial Planning and Fee Based management. Prior to that, I spent 7 years at a proprietary firm building a young client base, where I worked with over 500 households. In 2019, I decided that I wanted more control over the direction of my business, and have been quickly building my business around Fee Based Financial Planning. I still use Insurance products and annuities when appropriate, but focus heavily on Fee Only Advisory management. Now, I am looking for an opportunity to grow through succession or acquisition of an established practice. I am young, but have been in the industry for almost a decade now, and have a great track record of retention and relationship building!

And, if the deal is right, I am willing to negotiate in any ways that best suites both parties.

Please feel free to reach out,
Trevor

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
128 days old

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