Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
769 days old
General
Location
Seattle, WA, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
100
Avg Client Age
60
Overview

I am a young advisor in Seattle, WA looking to purchase a practice in the area. I bring energy, industry experience, and financial knowledge to the table. I would ideally like to work with an advisor as they ease into retirement, but am open to purchasing outright as well.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...