Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Baton Rouge, LA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$225,000.00
# of Accounts
300
Avg Client Age
60
Overview

Looking for opportunities to build client asset base through acquisition or succession planning. Practice is focused on financial planning, model-based asset management and the judicious use of guaranteed income and alternative assets.

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