Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
771 days old
General
Location
Tucson, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$675,000.00
# of Accounts
280
Avg Client Age
60
Overview

I am a third generation financial adviser hoping to expand my business in southern Arizona and California. I am looking for small firms to purchase to expedite growth at my firm and eventually hire additional advisers and expand my firm regionally. I have been partners with my Father for over 10 years (in the business over 12) and hope to continue the legacy for generations. We are 98% fee based and use mostly mutual funds and ETF's.

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