$60MM AUM | $550,000 GDC in Alexandria, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Alexandria, VA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$550,000.00
# of Accounts
200
Avg Client Age
62
Overview

I work for a large regional bank based brokerage and am looking to grow by purchasing small practices, in addition to my own organic efforts, and bank based referrals. I am a CFP(R) Professional, and run a very planning based practice focused on fee based advisory business. I do comprehensive planning including life insurance, long term care, annuities, and estate planning.

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