Overview

Looking for a potential buy/merger/succession opportunity in the Toledo, OH regional area. Experienced advisor with a multi-generational client base building a service focused team of LPL advisors willing to go above and beyond to put clients first. My goal is to align with other LPL advisors to share expenses and experience, gain economies of scale, and build a substantial presence in Northwest Ohio. Succession opportunity upon my retirement would be an option.
Advisors would need to be willing to affiliate with LPL. Please no offers or inquiries from other B/D's unless moving would be an option for you.

Thank you in advance for your interest!

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Member Since
Jan. 30, 2016

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