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Financial Advisor   

$750 AUM | $1 GDC in St. Pete, FL

Member Level
Basic
Last Activity
within 2 months

Business Mix:

2% Comm
98% Fee

General

Location
St. Pete, FL, US
12 Month Gross Revenue
$1
Number of Accounts
600
Avg Client Age
57

Overview

I am currently CIO for a $750M closely held RIA and am looking to go out on my own, preferably by purchasing another RIA or perhaps partnering with another capable individual. Location: Tampa/Clearwater/St. Petersburg area.

 

Looking for Office Space in St. Pete, FL

Looking to buy or partner with the right individual.

Contact to discuss details
 
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