Succession Plan/Growing Practice

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Feb 4, 2011 11:19 pm

Hello All!

I am new to the forum and recently joined after being laid
off from my wholesaling position.  I have 6 years in the industry,
3 as an advisor and 3 as a wholesaler, and have my 7, 63, & 66. 

I am writing to see if anyone is currently looking for a
succession plan, knows of someone who is looking for a succession plan, and/or
has a growing practice that is looking to add an experienced advisor to their
team.  Ideally I am looking for an
independent, RIA, or hybrid role but have considered going the bank
route.  I have also heard that there will
be many Edward Jones offices opening up soon as they have raised their
standards and are expecting a number of advisors to either leave or miss their
goals.  I have thought about going back
to Jones, my 3 years as an advisor were with Jones, but also recognize their
shortcomings.  I would like to have the advantages
of being independent however I would prefer to not start from scratch. 

I currently live in TX and would prefer to stay here if the
opportunity exist. 

Any help, ideas, or contacts would be greatly appreciated! 

Thanks,

KYF 13

Feb 4, 2011 11:23 pm

Hello All!


I am new to the forum and recently joined after being laid

off from my wholesaling position.  I have 6 years in the industry,

3 as an advisor and 3 as a wholesaler, and have my 7, 63, & 66. 


I am writing to see if anyone is currently looking for a

succession plan, knows of someone who is looking for a succession plan, and/or

has a growing practice that is looking to add an experienced advisor to their

team.  Ideally I am looking for an

independent, RIA, or hybrid role but have considered going the bank

route.  I have also heard that there will

be many Edward Jones offices opening up soon as they have raised their

standards and are expecting a number of advisors to either leave or miss their

goals.  I have thought about going back

to Jones, my 3 years as an advisor were with Jones, but also recognize their

shortcomings.  I would like to have the advantages

of being independent however I would prefer to not start from scratch. 


I currently live in TX and would prefer to stay here if the

opportunity exist. 


Any help, ideas, or contacts would be greatly appreciated! 


Thanks,


KYF 13

Feb 8, 2011 12:45 pm

Any ideas????