Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
800 days old
General
Location
Clovis, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$32,000,000.00
Gross Revenue
$250,000.00
# of Accounts
300
Avg Client Age
54
Overview

I am looking to buy out a practice to expand mine. I have been an advisor since 1991 with Merrill Lynch and an independent since 1998. I specialize in advisory accounts, variable annuities with living benefits, etf's, 529 plans, retirement accounts, and individual stocks.
I offer the best buyout terms if you are willing to minimize the upfront costs and allow me to share a certain percentage of production with you. In fact, I will share a certain percentage with you for your and my lifetime. Please do not sell your practice until you have talked to me about this.

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