Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
762 days old
General
Location
St. Augustine, FL, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$10,000,000.00
# of Accounts
117
Avg Client Age
56
Overview

I'm a fee-based independent RIA firm utilizing tried and true investment principles and traditional equities to manage client assets according to the Golden Rule. I take our fiduciary responsibility VERY seriously! I'm looking for an experienced Investment Advisor with a clean background and their own book of business that wishes to go independent or join a firm for collaboration and efficiencies. I offer a great professional office space in a beautiful beach location with plenty of room to expand, all necessary technology, and an assistant to help you and your clients. Keep most of your fees and enjoy the synergies of working in a positive, relaxed environment on your own terms.

I'm also open to a less experienced Advisor desiring to take their business to the next level through apprenticeship. I have decades of experience in both asset management and compliance and would love to share my expertise. You would be allowed to build your book of business at your own pace and be provided with all the resources you need to conduct business. The right person will eventually have an opportunity to succeed me. You must have a clean background, strong desire to help others, be trustworthy, and have a great deal of integrity, all other skills can be taught.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...