Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Sarasota, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
70
Overview

I want to purchase a practice or merge with someone who plans on retiring and desires be bought out. I have 34+ years experience in the business and plan on practicing for at least 16 years. I am an Independent Advisor and have worked out of the same office for 26 years. The staff has been with me for an average of 15+ years. Contact me if you are looking for a stable place for your clients.

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