Overview

I am looking to be the successor for a retiring advisor's practice in the Cincinnati area. I am a younger Certified Investment Management Analyst(R) with 15 years in the financial services industry. I plan on being an advisor for the next 25 - 30 years. We started our own RIA in 2013 and our firm, of four advisors, currently manages approximately $450 million in client assets. We are a professional firm with very nice office space in our stand along building that offers client-designated parking.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...