Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
694 days old
General
Location
Lincolnwood, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$250,000.00
# of Accounts
480
Avg Client Age
50
Overview

To buy a commission based practice that has Annuity, Life Insurance, Mutual Funds and 401K business.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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