Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Tampa, FL, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$500,000.00
# of Accounts
1,000
Avg Client Age
63
Overview

State of Florida wide financial planning OSJ actively seeking to buy books of business/accounts, and merger, continuity, and successor opportunities.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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