Overview

100% fee based with some life insurance commissions.
Fee based income from AUM at TD Ameritrade.
14% Mutual funds, 13% ETF's, 58% equities, 1% fixed income, and 13% in cash.
The bulk of the client base is in Illinois, and the remainder of the client base is in Florida, North Dakota, and Texas.
The buyer should already have a relationship with TD Ameritrade.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,529 days old

Business Data

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