Jon Luskin, CFP® ● Hourly Advice for Do-It-Yourself Investors
Hourly Advice for Do-It-Yourself Investors
When it comes to acquiring the existing business of an exiting advisor, there are two possible ways to do this: Your classic and well-known Exit and Succession Plan The more uncommon Continuity Plan
Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.