Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Newport, RI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$400,000.00
# of Accounts
175
Avg Client Age
62
Overview

Just became an independent advisor in 2015 after working within banking wealth management for the past 10 years. Prior to that I was independent for 12 years but we moved from Florida to Rhode Island 12 years ago so I sold it when I moved. I have been looking to acquire a practice and incorporate a financial analysis to understand clients goals and provide a road map to know where they stand.

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