Overview

I've been in the business since 2002 started at age 21, I am 35. I run a fee based financial planning practice with an independent Broker Dealer. I am located in Raleigh, NC. I use Emoney financial planning software. I also advised manage Corporate 401k plans. I am well versed in asset management, using portfolios built by me or third party managers, Annuities, None traded REITS, Life Insurance, Long term care ins.

Looking to purchase or partner with an outgoing advisor that has a similar practice. I would also be interested in partnering with an advisor that may not have a book of much recurring revenue but would work for a split of new business produced from the book for a period of time.

Market
Advisor/RIA
Last Activity
this month

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