Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$250,000.00
# of Accounts
50
Avg Client Age
60
Overview

I am looking to acquire a smaller size practice that has the potential to be mostly managed money. I spent 20 years in the wirehouse and have just recently joined the independent side. I'm motivated with an exceptional record and an excellent client service model.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...