I am interested in buying books of business or partnering with other advisors as their succession plan. I am 50 years old with 5 successful years in the business. Currently, I am an independent advisor, my broker/dealer is Voya Financial Advisors and clear through Pershing. I am located in beautiful Mystic CT where I have a large, professional office with 3 individual offices, 2 bathrooms, large conference room, reception area and waiting room. Much of my business is fee based along with some commission and insurance. This past year I added two FA’s to my practice and would like to buy books or become part of a succession plan to help grow this practice.
I am open minded, flexible and want win/win situations for everyone involved.