Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Lakewood, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$30,000.00
# of Accounts
90
Avg Client Age
50
Overview

My business is simple & streamlined. I have a high tech, high-touch philosophy that focuses on the long term with my clients to build trust & referrals. I hope to find sellers who are seeking the right fit for their clients & their book of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...