Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Muncie, IN, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$140,000.00
# of Accounts
400
Avg Client Age
55
Overview

I am an independent advisor that is seeking to grow my practice locally in the investment arena thru acquisition of an existing book of business that compliments my current practice; I have strong connections in the community and with the local major university, a financial institution and a strategic alliance with a major CPA firm.

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