Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
659 days old
General
Location
Boothbay Harbor, ME, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$70,000.00
# of Accounts
100
Avg Client Age
65
Overview

IF YOU ARE THINKING OF SELLING YOUR BUSINESS, AND YOUR CLIENTS ARE LIKE FAMILY, YOU WILL WANT TO VETT AN ADVISER WHO WILL PUT THEM FIRST. I AM A 48 YEAR OLD REGISTERED INVESTMENT ADVISER WHO SPECAILIZES AS A RETIREMENT PLANNER WITH 20 YEARS IN THE BUSINESS. IM LOOKING TO ASSIST A RETIRING ADVISER WHO NEEDS TO FIND A SUCCESSOR WILLING TO COMMIT TO THE LONG TERM FINANCIAL NEEDS OF CARING FOR HIS CLIENTS. PLEASE CONTACT ME SO I CAN SHARE MY PROCESS AND VALUES TO SEE IF WE ARE COMPATABLE. THANK YOU FOR THE OPPOURTUNITY.

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