Overview

Good afternoon,

My name is Austin McStraw, I am an advisor with LPL Financial. I have a few years of industry experience and currently manage $8.5 MM in assets under my own Rep Code here. My team consists of myself, my branch manager, and our office administrator. Currently our branch services collectively $120MM in assets.

We offer fee-based services for our clientele, along with comprehensive planning and projections, and pride ourselves of serving in a fiduciary capacity. We also provide annuities and structured products where the fit makes sense in an order to add predictability to a clients retirement picture (if needed).

I am looking to take on clientele that do not currently fit into an individual's practice, in an effort to develop and provide a long-term, hands on relationship with clients. I do not currently have any asset minimums, and service a wide range of net worth for households.

Please contact me as I can be competitive with pricing, and potentially pay more than asking. I also have a team at LPL that can help make the transition process a breeze.

Thanks

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