$30MM AUM | $250,000 GDC in Ocala, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Ocala, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
43
Avg Client Age
72
Overview

I have been in the financial services business since 1996. My first 10 years was with Merrill Lynch, 3 years at Wachovia Securities and have been independent with LPL Financial since 2009. I currently manage $30 million and only have 20 relationships. Our business mix is 50% advisory and 50% variable annuity.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...