Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
768 days old
General
Location
Phoenix, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$50,000.00
# of Accounts
15
Avg Client Age
64
Overview

Following a period of near retirement, I want to renew building my fee-based business with the goal to double my current AUM's and number of clients. That equates to a minimum of 12-15 additional clients each averaging $250,000.00 in AUM's. With over thirty years as a producing broker and investment advisor, I am seeking only mature, stable, family-oriented, conservative investors who are either seriously planning for retirement or are already in the throes of retirement.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...