Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
1,133 days old
General
Location
Hicksville, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$225,000.00
# of Accounts
275
Avg Client Age
45
Overview

My partner and I are both in our early 30s and we are looking for the opportunity to work with an existing advisor who may be interested in selling their practice at some time in the future. We currently have a part-time office in Fort Wayne, Indiana as well as our primary office in Hicksville Ohio. We work regularly with clients as far East as Toledo and Lima, OH. and as far west as Warsaw, IN. I am a CFP with 11 years of experience and we currently work through LPL Financial and are not open to changing firms at this time. We also have an interest in adding additional advisors or merging with an existing firm where we could cut costs and leverage additional resources. ___

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