Overview

I am a single independent advisor working through LPL Financial. I have been in the business since 2015. I am looking to expand my horizons although I am not interested in chasing commissions. My success has been down to exceeding client expectations and the business growth has been 100% referral based. I believe in the true meaning of acting as a fiduciary to my clients putting their best interests first. I look to long term building client relationships that last. Ideally I would like to work with a retiring local adviser and build on their business so they can head off into retirement with their clients in good hands.

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...