$25MM AUM | $208,000 GDC in Lake Mary, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Lake Mary, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$208,000.00
# of Accounts
60
Avg Client Age
55
Overview

I've been in financial services for going on 15 years. I'm conservative with regard to investment philosophy and have a diversified background that includes strong wirehouse experience as well as several years in Life Insurance and LTC. My practice is predominantly fee-based and focuses on retirees and those within 15 years of retirement. In almost 15 years, I haven't had a single client complaint. I am looking to purchase a book of business from a similarly minded adviser and/or help an adviser who's within 5 years of retirement by providing them with a succession opportunity.

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