Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
807 days old
General
Location
Gahanna, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$45,000.00
# of Accounts
125
Avg Client Age
50
Overview

Licensed Property and Casualty Agent looking to purchase established book of business in central Ohio.

I also have a financial planning business set up as hybrid RIA / Broker-Dealer. I have completed two book purchases.

Looking to purchase small to mid size practices in central Ohio.

Business Mix Info

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Mutual Funds

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