Overview

I might be interested in talking if you are interested in selling, merging, or setting up a succession plan.
I am a 46-year-old CFP with LPL. After 20 years in the business and some recent soul searching, I am committed to another 20 years and want to grow my business.
My wife, three children, and I recently moved back to let the kids live the farm life in Middle TN after 20 years in the FL Panhandle and to be closer to Nashville with more choices for colleges. The kids are getting ready to spread their wings, and that frees me up to fully dive into growth mode. I want to expand by purchase, merger, and/or succession plan in the Middle TN area.
I currently have about $35 million in AUM. I gross about $325k per year of which about $225k is from fees/trails and the remainder from new business commissions. My practice is primarily mutual fund oriented advisory business, variable annuities, retirement plans, insurance and brokerage mutual funds. I am good at finding out all the financial and personal details of all my clients for a complete financial relationship.
My practice in Florida is very low maintenance and is comprised of close relationships based upon trust and common values (faith, family, etc.).
I would be willing to drive to your office for a face-to-face chat about the future for purchasing your business, merging with you, and/or setting up a succession plan.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
April 12, 2016

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