Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
1,104 days old
General
Location
Phoneix, AZ, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$200.00
Gross Revenue
$150.00
# of Accounts
200
Avg Client Age
70
Overview

My goal is to partner with a liked minded successful professional/firm and create a succession plan to eventually take over/buy the practice. I have 19 years industry experience several types of organizations large financial institution, small independent RIA firm, and an accounting firm.

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