Overview

I have just closed my first professionally managed account for $660K thru Envestnet. My goal is to raise $10M a year in fee based where by age 50 I have raised $30M and if I can acquire fee based assets at the same time and get to $100M that would be terrific. The advisor selling his business would have to be able to move assets to my clearing firm RBC Correspondent Services before any real talks can take place.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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