Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
758 days old
General
Location
Highlands Ranch, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$135,000.00
# of Accounts
62
Avg Client Age
57
Overview

I am a financial advisor/tax preparer in Highlands Ranch seeking to acquire another small practice in the area. I would prefer that the seller be willing to stay on and assist in the transition for at least the first year. I like to bring a personal touch to my practice and all of my clients and I hope to increase my footprint in this area of Douglas County. I have 35 years of experience, hold 8 securities and an insurance license and I am currently preparing for the Enrolled Agent exam.

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