Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Winter Garden, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$200,000.00
# of Accounts
65
Avg Client Age
50
Overview

I have over 15 years experience retirement plan industry. Currently working as a Relationship Manager. Looking to join either an existing practice or acquire an existing book of business. Primarily focus on consulting retirement plans.

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