$90MM AUM | $750,000 GDC in Lafayette, LA

Member Level
Last Activity
6 months or more
Lafayette, LA, US
Profile Type
Join A Practice | Buyer
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

Leze le bon ton roulet. That's right let the good times roll. If you are looking to transition your practice so that you can retire, succession planning or transitioning now may be your answer. Wanting to exit the business is not always an easy decision but that doesn't mean it can't be an easy and smooth process. I have been through two prior transitions before, both of which were very successful for the clients and the advisor. I have experience on 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 financial industry for 11 years. My business is mostly organic 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 a fair offer if it is a fit for both you and I to move forward with.

Don't be afraid to contact me to discuss more with you, to see if transitioning is a right fit for you.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers


Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred