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Ria consulting firm fp transitions has tapped scott leak, whose institutional sales role at tdai was cut in the wake of schwab's acquisition, as a senior consultant. Share your videos with friends, family, and the world Scott leak, cfp®, cepa® is a senior consultant and the director of business development at fp transitions, the industry's leading provider of valuation, succession planning, and m&a consulting
Scott is a seasoned professional continually at the forefront of supporting independent advisors and has been a driving force in the financial industry for over 25 years There are 9 professionals named "scott leak", who use linkedin to exchange information, ideas, and opportunities. Scott began his career at.
Passed cepa® exam and became a successful exit planning advisor
Scott leak, cfp®, cepa® director of business development and senior consultant at fp transitions 1y edited In this episode, david decelle sits down with scott leak, cfp® and cepa, senior consultant at fp transitions, one of the most trusted firms in the advisory m&a and valuation space. Scott leak is a senior consultant and director, business development at fp transitions based in lake oswego, oregon Previously, scott was a board member at project pink'd and also held positions at td ameritrade, charles schwab.
Scott leak cfp®, senior consultant Scott joins fpt after more than two decades with td ameritrade where he helped build what became td ameritrade institutional At td ameritrade, i was a part of a solution that accelerated so many advisors in finding success transitioning to the independent advisory model, he explains. Financial advisor magazine created exclusively for advisors by highly experienced editorial and publishing teams
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