Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Effingham, IL, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$100,000.00
# of Accounts
400
Avg Client Age
50
Overview

My practice focuses on providing families and businesses with the personal service, financial guidance, and customized strategy(ies), necessary to meet their various goals. The concepts I utilize include managed money, mutual funds, annuities, life and disability insurance, and various group retirement plans. I currently hold Series 6, 63, and 65 securities licenses, along with life, health, and p & c licenses, and will be obtaining a Series 7 license in early 2019. Ideally, a fit for my practice would be for a broker/advisor to be within 5 years of retirement, with the intent of their successor to continue to provide the elite service they have been able to provide their clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...