Overview

I am a solo advisor/hybrid RIA advisor with FAIM and LPL. I am looking to grow a team of advisors who are like-minded about investing, marketing, and growth. I want to partner with a like-minded but diversified set of skills to complement one another. I am new to the Baton Rouge area, located in Saint Francisville and my main client base is in Napa, CA but working to rapidly grow my presence here in the BR area. I want to build something bigger than myself with people who have high moral standards and service-oriented mindsets. I have the brand, design, and marketing abilities to grow even faster if I have the right team by my side. Always open to chat and collaborate with local advisors so please don't hesitate to contact me.

Market
IBD
Member Level
Basic
Last Activity
this month
Listing Age
193 days old

Business Data

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Clearing Firm / Custodian

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