Overview

I am seeking a new broker dealer which has stability that my clients desire and integrity that my clients expect.

Ideally, I would like to purchase a book of business or partner with a current advisor so that those clients will have an easy transition. Although, other arrangements are negotiable.

The ideal seller might be looking to retire in the next few years or simply would like to focus more on his or her "A" clients and wanting to have someone who can help by contacting some of the "C" clients and provide them a deeper level of service, and ultimately generate a lot more revenue from all clients.


Last Activity
6 months or more

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