$110,000 AUM | $700,000 GDC in Norman, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Norman, OK, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
1,750
Avg Client Age
55
Overview

I am CFP(R) with over 20 years of experience, and an OSJ with United Planners Financial Services in Norman. I have a robust practice with over $110,000,000 in AUM that is growing by over 20% per year. I have offices in Norman and OKC. I have one additional advisor, a licensed Admin, and additional non licensed staff. I am interested in purchasing or merging existing practices. I would be excited to explore both succession opportunities and opportunities to help advisors who are interested in growing their existing practice. United Planners is an outstanding BD that offers both a hybrid model for the independent RIA and a traditional model for those who want to utilize the corporate RIA.

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