Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Bonita Springs, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$425,000.00
# of Accounts
300
Avg Client Age
67
Overview

Started in the industry in 2002 as a Wholesaler, acquired a book of business in 2008 and have been on my own as an independent advisor since. I currently have an office in Bonita Springs, FL and maintain a satellite office in Rochester, NY. I am looking to acquire another practice and would be interested in a potential partnership / succession plan.

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