Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Edmond, OK, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$100,000.00
# of Accounts
500
Avg Client Age
50
Overview

I am a local adviser interested in opportunities for buying practices in the Oklahoma City/Edmond area. I am a financial adviser with 14 years of experience and a thriving practice providing investment advisory services to business owners and large group retirement plans. I am looking to expand, and would prefer to buy a fee-heavy practice or a practice advising active 401k/403b plans. I have extensive experience in the medium and large group retirement plan space. I love doing a great job for my clients and being intentional about providing information and service above and beyond the expected. The employers I serve love my willingness to provide information and education to their employees and to work with their HR departments to make their retirement plans the best they can be.

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