Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Reston, VA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$950,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
4,500
Avg Client Age
54
Overview

We are looking to buy/merge books of business. We currently offer, comprehensive financial planning inclusive of wealth management, insurance, estate planning with attorneys on staff, and tax planning and filing with CPAs/accountants on staff. We have our own independent SEC RIA outside of the broker-dealer, and an independent rep owned Broker-dealer for commission products. We have a team-based approach with some very talented experienced as well as young team members.

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