Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Wall, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$66,000.00
# of Accounts
100
Avg Client Age
48
Overview

I'm a younger advisor in the business looking to expand the rate of growth of my practice. Currently, I have been moving more into the fee-based financial planning space, but have significant experience with Life Insurance, Annuities, Property and Casualty, Disability, Managed accounts, and all other facets of this business. I am interested in buying practices, or merging with the intent to succeed an advisor who is looking to transition into retirement. My firm is a full services firm with the resources to meet any client need regardless of circumstance.

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