Overview

I have been consulting individuals and business owners in financial planning since 2007. Started off with Chase then worked at Edward Jones from 2007-2010. I have been working as an independent with LPL since 2010. As I continue to build my business I would be interested in doing a continuity plan with an exiting advisor over a 3-5 year period at a 50/50 payout somewhere here in the Fox Valley Area. (Elgin, South Elgin, St. Charles, Geneva, Batavia). I have up to 7 furnished offices available for FREE with the right continuity plan or buyout agreement.

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within 6 months

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