$11MM AUM | $126,000 GDC in Saline, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Saline, MI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$126,000.00
# of Accounts
50
Avg Client Age
60
Overview

I am a 49-year-old IAR and Registered rep with 19+ years experience and a spotless U4. I currently have a small clean mostly fee-based existing "booklet" of business. Currently use TD Ameritrade and Fidelity Institutional as custodians. I have spent last 10+ years raising four children and am now looking to focus on /re-start my career and grow. I believe a fee-based fiduciary arrangement is the best way to do business. I hope/desire to work another 15+ years. I am open and willing to relocate for the right opportunity. Interested partnering, being a part of a succession plan, buy-out and/or a junior advisor. I would like to have a conversation if you are interested. I can be reached on my cell phone at (___-___-____.

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