Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Oak Brook, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
52
Overview

I am looking to add an advisor with a fee-based and/or insurance based practice to my firm. We are a very service oriented and forward-focused organization looking to give all of our clients a world-class experience. We have a succession planning support team and the resources to help advisors make this transition as smooth as can be.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...