$9MM AUM | $20,000 GDC in Tampa, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$9.00
Gross Revenue
$20,000.00
# of Accounts
95
Avg Client Age
60
Overview

I have had a small book of business for the last 9 years while filling a home office role in two different broker/dealers. I left my salaried position at the beginning of this year to concentrate on growing my practice. I am looking for smaller, local books of business to compliment my organic growth. I am a fee based investment advisor and insurance agent providing full service financial planning for clients.

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