Overview

I am an active financial adviser at an SEC classified large RIA in Cincinnati, OH. I am seeking RIA fee based successorship opportunities or buyout opportunities. I currently have over 6 years of financial adviser experience in addition to 4 years of legal experience. I am a graduate of the University of Cincinnati College of Law and am a licensed attorney in multiple state and federal courts. I have my CFP credential and am currently working towards the CFA credential. I am actively engaged in all aspects of RIA business, including but not limited to: client intake/planning, technology progression/implementation, trading, allocation management, estate planning, tax planning, and insurance analysis.

I am seeking a potential successorship opportunity or buyout opportunity of mainly fee based RIA business. I welcome the opportunity to discuss potential arrangements if you are near retirement or are actively seeking someone to be a successor/buyout candidate.

Thank you!

Last Activity
within 3 months

Business Data

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