Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lakeland, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$50,000.00
# of Accounts
40
Avg Client Age
50
Overview

Looking to find an advisor who is looking to sell either now or in the near future. Would like to help with succession planning if it is the right fit for both of us.
Our firm is very focused on financial planning and making sure the clients investments align with their needs. Primarily utilizing ETFs for portfolios and do not sell any insurance products.

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