Succession Plan/Growing Practice
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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
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