Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Metairie, LA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$495,000.00
# of Accounts
700
Avg Client Age
50
Overview

Purchase/merge practice focusing on group retirement business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...