$1MM AUM | $10,000 GDC in Doylestown, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Doylestown, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$10,000.00
# of Accounts
4
Avg Client Age
65
Overview

We are a retirement planning company that is looking to purchase a small practice in the Philadelphia and Nashville areas.
I have my series 65, and formerly was an executive for a large Wall Street Firm. I am a FINRA arbitrator(25 years) and a member of the NYSE Disciplinary Hearing Board (10 years).

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...