Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
649 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
150
Avg Client Age
60
Overview

I have 22 years of experience. My practice is very well rounded in under covering all needs of clients and doing financial plans for clients. My business mix is annuities, managed money, mutual funds, stocks, bonds, alts, long term care, life insurance, etc. I have a 7, 65,63, 31, life, health and variable. I would like to buy an existing business or join a practice that I could eventually take over.

Business Mix Info

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Mutual Funds

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