Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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Posting as :
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I’m looking to add to my team in northwest ohio

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I know of a producing tpa in Ohio that's looking to add an advisor. Let me know if you want me to introduce you

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My partner and I operate a large group affiliated with the Independent BD Cambridge Investment Research. Happy to share what we can offer as well as more of what the Independent landscape looks like. Feel free to reach out, 7812583022.

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Check out tcp asset management they are in Columbus

Nm1, what are your initials? I’m in NW Ohio.

NM 2 are you interested in joining with another FA

Well depends on a few things. Call me and I can hear what you have in mind. 419-721-9995

NM 1, is this Gary?

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