Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Oregon, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$450,000.00
# of Accounts
300
Avg Client Age
46
Overview

I am a 39 year old advisor with nearly 18 years of experience in the profession. I have focused on planning and fee-based management for my entire career. I'm interested in meeting other advisors in NW Ohio and SE Michigan that are interested in a succession plan or selling their practice.

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