Overview

I am an investment advisor with Wells Fargo Advisors. I manage 140MM in assets and have an annual production of 1MM. About 60% is fee based revenue. I work with high net worth retirees and pre retirees. I am 43 years old and have been in the industry for 17 years. I built my business on my own and am looking for an opportunity to buy an additional practice or merge with a like minded person.

Market
Advisor/RIA
Last Activity
2 weeks

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