Overview

I am a young independent advisor at LPL that also has the support of a team behind me and am looking to find new advisors that would be interested in joining our group or teaming up with myself. You will still be able to run your own practice but would not be left completely on an island. There is no overrides, only partnerships to help each other out and at the same time be able to set yourself up on a succession plan where your clients will always be taken care of incase something happens to you. This gives you the ability to see who will fit best with any of your clients during the transition. We all have our own offices, but i am willing to merge into one if a partnership was formed. Feel free to reach out at ___

Market
Advisor/RIA
Last Activity
2 weeks

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