Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Weston, WV, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$143,000.00
# of Accounts
230
Avg Client Age
60
Overview

I am an independent advisor looking to relocate and start a new chapter of my life. I am 48 years old and not looking so much to start a completely new book but to bring my book and have clients waiting for me to help them while settling in at my new location. I am willing to join forces with someone who is looking to get out of the business in the next 5 years or so.

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