Overview

I have worked as a licensed advisor since 2007. During that time I have worked for several large banks and broker dealers. I have been searching for years to find a mentor type relationship where I can learn from a successful advisor and work alongside them. I am looking to join a business in the independent space where I can help grow the business and potentially serve as a successor to the established advisor. The ideal situation for me would be to join a practice and manage the lower portion of the book while learning the practice. While my background does show a lot of transitions, I have been successful at each stop earning awards and recognition. I have grown frustrated with the model that many large firms utilize and want the independence to grow a business that will serve generations to come. I am an ideal candidate for an advisor who is looking for help managing their business as well as the advisor who is 5-10 years from retirement.

Market
Advisor/RIA
Last Activity
this month

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