Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Henderson, NV, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$160,000.00
# of Accounts
35
Avg Client Age
60
Overview

I managed a $65 million book of business at a large financial institution, but took some time off after 2 "take-over" bank robberies. The opportunity arose for me to start over at a highly respected Independent Broker Dealer, which I have been with for over 5 years. I have grown my business over the past few years, but have the capacity for further growth. With over 20 years experience as a licensed Financial Advisor, your clients would be in good hands. I truly care about my clients, and put their needs above all else. My goal is to work another 20 years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...