Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
1,057 days old
General
Location
Carthage, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$325,000.00
# of Accounts
435
Avg Client Age
63
Overview

We are looking to visit with retirement minded investment professionals to determine if their book of clients and management style would work with our long range plans so that we can maximize the payout to the retiring advisors.

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