Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
761 days old
General
Location
Memphis, TN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$450,000.00
# of Accounts
300
Avg Client Age
60
Overview

I am looking to buy an existing book of business to allow an advisor to begin retirement or to exit the business with honor and the knowledge that their clients will be left in the hands of an ethical advisor. I am also interested in bringing a younger advisor on as a junior partner if the right opportunity presents itself. I am very client focused and am looking for the same.

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