Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Howell, NJ, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$42,000,000.00
Gross Revenue
$450,000.00
# of Accounts
100
Avg Client Age
45
Overview

I am a 37 year old CRPC certified Financial Advisor with 15+ years of experience in bank-based advisory, discount brokerage, wire house advisory, and financial goal and investment planning. I am seeking an opportunity to join an existing RIA or Advisory Practice to help an Advisor prepare for succession planning regarding his or her existing AUM book and or continue to grow an existing practice.

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