$10MM AUM | $150,000 GDC in Soddy Daisy, TN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Soddy Daisy, TN, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$150,000.00
# of Accounts
250
Avg Client Age
60
Overview

Currently have Insurance Financial Business. Been in business since 1985. Have Securities Lic. RIA. Just sold Home and Auto book so as to consentrate on RIA, retirement insurance products, with recent DOL ruling. Hope to purchase a fee based security/insurance business and I am originally from Knoxville and have a Client base there.

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