$13MM AUM | $100,000 EBITDA in
Saint Francisville, LA
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.