$250MM AUM | $2MM GDC in Roseville, CA
Member is Interested In:
I am a founding partner of Rubicon Advisors - an RIA/Hybrid on the LPL platform. We are experts in helping advisors transition from their current Firm to the LPL platform. We are also accomplished in helping advisors develop and execute a succession strategy. Finding quality mergers and succession plans for our existing advisors or as part of a transition strategy for advisors new to Rubicon Advisors are the things we are seeking to accomplish on Succession Link.