$40MM AUM | $100,000 GDC in Lafayette, LA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Lafayette, LA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
782
Avg Client Age
60
Overview

I am currently a with Guardian. I was a MDRT producer with insurance company before I went into management in 2004. I am CLU,CHFC, CFP CFFMand FICF I have a 6, 7, 26, 63, and 65. I would consider another BD for the right situation.

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