Overview

Looking to expand my practice now that I feel I have turned the corner to do so. I plan to increase my managed accounts moving forward with the different platforms available thru LPL Financial and different Mangers/Strategist available. My plan is to move away from Brokerage Mutual Funds and to keep the Annuity business the same to a slight decrease. Regarding the planning end of things my goal is to increase my activity through the eMoney (Wealth Vision w/ LPL) with existing clients and new clients. And lastly, I plan to increase my Life business to at least 10% of my business. By buying into a practice with a similar mix above or less, I think I could be a great fit for anyone selling a practice with an AUM from 10m to 25m. But other options would be considered.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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