Overview

Looking for a younger advisor to partner with in Sarasota, Florida. I am a retirement-age advisor with a tax oriented CPA practice and also a small IAR advisory management practice with a nationwide RIA firm, custodying with Schwab and Fidelity.

This advisor would work out of my office in Sarasota. I would provide leads from my CPA practice and we would partner on the new advisory clients. We would also draft an agreement whereby I sell my existing clients when I retire to the advisor at a percentage of revenue.

Please contact me to arrange a phone or personal interview.

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