$10MM AUM | $100,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
68
Avg Client Age
50
Overview

I am an under 40 advisor with 10 years of experience in the profession. I work primarily with individual clients ages 45 to 60 and 401(k) plans. I am in the process of moving from a commission based to a fee based model. I have a smaller book of business and am looking to purchase a small to mid sized book of business as a growth strategy.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...