Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
824 days old
General
Location
Jacksonville Beach, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1.00
Gross Revenue
$1.00
# of Accounts
185
Avg Client Age
64
Overview

Thirty year investment professional looking to make small to mid-size acquisitions. This should help ensure a smooth transition and keep my practice manageable enough to still provide personal attention to each client. No acquisition is too small to consider. I work with clients in 10 states other than Florida with a heavy concentration in the Gulf South, so out of state practices can be considered as well.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...