Overview

I am the business development director with LPL Financial in NC & SC. I would love to speak to you about how you can get paid twice for your book. 1- we would offer you transition assistance to join us at LPL and 2- we would then help you sell your book to one of our LPL advisors. We do NOT take a cut off of your sell price and would only be helping you find the buyer. We have over 17,000 advisors and one of the largest networks of advisors who are looking to purchase books of business.

We can be a great resource for you when it comes to being able to leverage your book to help you get the maximum value from it.

Last Activity
6 months or more

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