Overview

I am looking to purchase or become a successor to a book of business. I have 17 years of sales experience on the home office side. My area of expertise is with annuities, mutual funds, etfs, and managed money. In my current role, I help advisors create holistic portfolios for their clients with growth and guarantees. With all of the current expertise its nurtured me acquiring a book of my own.

I am open to join an existing practice and becoming a successor or exploring continuity options. Perfect size book anywhere 10 mil and up. Would like to keep advisor on 2-7 years until transition is complete. My core values are doing the right thing by the client, being holistic, and helping the client reach their financial goals. I am looking to speak with advisors who share the same values and work ethic. This will help lead to continues success.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
58 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...