[quote=bspears]

DAtoo...His statements about wanting to transfer clients...he only has a 6,63 license. He doesn't want to get a 7.  He would also like to share in the revenue..so having someone local to work with would be better for him and his clients.  His brother in law is in Chicago..several states away. 

[/quote]

You might want to read up on sharing.

Your CPA friend will need to have the same licenses as you do in order to share in the revenue, according to our agreements here at RayJay.  Other firms might be different.

IndyEDJ

All good points.  I will check with LPL on their partnership program. Thanks for the headsup…