$26MM AUM | $175,000 GDC in Loveland, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Loveland, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
500
Avg Client Age
55
Overview

I am a financial advisor with seventeen years of licensed, industry experience. My specialty is asset management and I use a technical charting and analysis approach to investing in an effort to maximize upside and greatly minimize downside risk for my clients. My book of business is primarily fee-based, advisory business. I do offer comprehensive financial advice to all of my clients in the areas of retirement planning, life insurance and long-term care insurance. I have extensive experience behind me but I plan to own my practice for another twenty-five years so I have plenty of potential years ahead to acquire another practice should the opportunity arise.

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