Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
632 days old
General
Location
North Olmsted, OH, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
125
Avg Client Age
57
Overview

We're currently looking to acquire full/partial books of business and add additional talent (advisors) to our growing branch office.
- If you're an advisor that's looking to exit the business or downsize, I'd like to speak with you!
- If you're currently looking at Broker/Dealer options, I'd like to talk with you, as well!

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