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Financial Advisor

$75MM AUM | $750,000 GDC in Lafayette, LA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

10% Comm
90% Fee

General

Location
Lafayette, LA, US
12 Month Gross Revenue
$750,000
Number of Accounts
300
Avg Client Age
50

Overview

Leze le bon ton roulet. That's right let the good times roll. You must be interested in either transitioning your practice so that you can retire or setting up a succession. I work with advisers wanting to exit the business. I have been through two prior transitions before which were very successful. I know how to structure them so that you are able to exit the business successfully and giving you piece of mind knowing your clients will be in good hands.

I have been in the business for 10 years. My business is referral driven. I have been able to help numerous clients set their retirement goals up for long term success. This success will translates into a successful transition for you as you exit the financial industry. I will make you an offer that you will not want to refuse.

I would love to talk more with you on having a fit meeting to see if your clients will be a good fit for my practice.

 

Has Office Space to Share in Lafayette, LA

I have office space available in a great location that would allow for another advisor and a couple of assistants.

You must sign up or to discuss details.

 
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