Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Lakeland, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$250,000.00
# of Accounts
250
Avg Client Age
59
Overview

Our practice is based on offering clients financial planning and investment advice. We are looking to grow our asset and client base by partnering with advisers who are looking for a transition plan to exit the business, but who care about who their clients end up working with.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...