Market
Advisor/RIA
Member Level
Lite
Last Activity
2 weeks
General
Location
Lewisburg, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
1,500
Avg Client Age
64
Overview

I am always looking and interested in growing our practice in our area and beyond looking for similar practices focused on integrity and selfless work for the sake of our clients. We are an independent firm that is primarily a fee based practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...