Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lincoln , NE, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$85,000.00
# of Accounts
115
Avg Client Age
61
Overview

I looking to grow my clientele and fee based portion of the business. Looking to either partner with adviser or be the successor over a book of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...