Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Worthington, OH, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$120,000.00
# of Accounts
150
Avg Client Age
56
Overview

I'm a comprehensive planner working with families and individuals to help clients develop and implement strategies related to retirement planning, wealth accumulation and preservation, personal risk management, college and estate planning goals. I'm looking to purchase a similar practice.

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