$20MM AUM | $999 GDC in Fort Myers, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fort Myers, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$999.00
# of Accounts
167
Avg Client Age
55
Overview

Comprehensive financial planning practice, with a full lines agency. Founder is certified in estates & trusts, LTC planning, and asset mgmt. w/undergrad. degree in Risk Mgmt. & Ins. Has FINRA series 7,24,51,63,65, L&H and 3 220's and multiple independent agents. Has 25 years of industry experience working with both businesses and individuals and vast knowledge of the senior markets, and has several niches.

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