Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Atlanta, GA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$1,300,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
200
Avg Client Age
58
Overview

I currently work as a senior financial analyst for a private banking team with Merrill Lynch in Atlanta and I have spent the past 6 years constructing portfolios for about 40 clients ($1.3 billion AUM). I'm looking for opportunities to join an independent firm where I can buy into the practice over a number of years. My ultimate goal is to run an independent fee-based practice of my own one day without having to build from scratch one client at a time.

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