Aiming to build practice and pass it on, father chooses new IBD
September 20, 2019
Financial advisor Tom Schorn says he hopes to work another 10 years or so before passing Schorn Wealth Management and his new RIA on to his three sons.
“I’d rather not sell this practice and leave them an inheritance of money,” Schorn says. “I would rather leave them the legacy of a business of some significant size, and that’s where my discussions with Atria [Wealth Solutions] really fit where I was looking to go.”
The Coral Springs, Florida-based Schorn, five other advisors on his team and their three offices switched their broker-dealer to Atria’s Sorrento Pacific Financial from Cetera Financial Group’s First Allied Securities on Sept. 11, according to FINRA BrokerCheck.