Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Gulfport, MS, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$145,000.00
# of Accounts
135
Avg Client Age
61
Overview

Holistic Advisor 61 yr old looking for practice to merge with or sell eventually.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...