Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
790 days old
General
Location
Alexandria, VA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$150,000.00
# of Accounts
85
Avg Client Age
50
Overview

Looking to take over books of business. I have relationships with TD Ameritrade, Interactive Brokers, Millennium Trusts. We focus on financial planning and creating portfolios to accommodate a wide variety of clients based on their risk profiles.

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