$82MM AUM | $620,000 GDC in Las Vegas, NV

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Las Vegas, NV, US
Fee 0% Commission 100%
Gross Revenue
$620,000
# of Accounts
272
Avg Client Age
58
Overview

At a 65-90% payout, we are seeking establish advisor(s), who wants to grow their business, who needs office support and space (currently a corner office), located in the west part of Las Vegas. You are welcome to maintain your brand and support staff. We are looking for only one to two advisors, who ultimately want to become an owner/partner of an established office.

We are a financial planning and investment firm, serving clients throughout United States. Our integrity is designed to have a checks and balances system, through our relationship with National Financial Services (our clearing firm), INVEST Financial Corporation (our broker-dealer), and Caldera Wealth Management, (the servicing firm).

National Financial Services (NFS) has the strength, resources, and experience of one of the world's largest providers of financial services. They custody our clients assets. All checks are payable directly to NFS. We can count on prompt, accurate execution and clearing of transactions through one of the most respected clearing firms on Wall Street.

INVEST Financial Corporation has 3.9 billion in assets with 1,281 advisors. As our BD, they gives us access to all the tools that allow us to manage our business, portfolio models and accounts with ease, including mobile deposits and accepting e-signatures. Each time I call, they answer, "how can we make your life easier". I have been with INVEST for 13 years.

Caldera Wealth is known for our white glove approach to financial planning. Making it easy is the cornerstone in how we work with our clients. Our process defines our business model as a "PEAK" advisor. We create and managed our own models, which clients enjoy the lower total management fees compared to competitors. We are also recognized leaders in providing and managing small business needs, including assistance in reducing expenses and tax liability. Please contact Joe Caldera at (___-___-____ or visit us at ___

Extended Profile Information

Loading...