Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
688 days old
General
Location
Atlanta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$700,000.00
# of Accounts
250
Avg Client Age
60
Overview

I am looking to grow my practice through an acquisition where I can incorporate the highest level of service with tailored strategies in the following areas: financial planning, estate planning, investment management, insurance, and long term care. I hold licenses in almost every state in the country. I have a very high retention ratio and pride myself on the strong, long term relationships I have created over the past 21 years in the industry.

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