Overview

I am looking for seasoned advisors with a brokerage business model who want to sell or divest their book. I will also consider joining a small practice with a fee only advisor who is looking for a young advisor as a successor in the next couple of years.

I've been in the industry for 12 years and I am a CFP®, ChFC® and AIF®. I am 33 years old and just went independent with LPL Financial.

Last Activity
within 6 months

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