$18MM AUM | $100,000 GDC in
Garden City, NY
I work for LPL Financial (12 yrs total in industry) and share office space with another LPL adviser (33 yrs total in industry). We are each CFP's and have our own books of business as well as joint business. We are looking to grow our team! A great fit would be an individual who is looking to grow their book of business (maybe break away from their b/d, or maybe already independent) and wants to be surrounded by other like minded advisers. Another possibility is somebody who is looking to transition out of the industry within the next 5 years. We will help you every step of the way. Please reach out to me if either of these situations apply to you.