Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Fishers, IN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$57,000,000.00
Gross Revenue
$293,000.00
# of Accounts
215
Avg Client Age
66
Overview

Looking to expand Fee-only, Hybrid-RIA, or fee-based financial practice in central Indiana with an independent broker-dealer / custodian. Over 20 years of experience at the age of 42 and have a CFP designation.

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