$4MM AUM | $22,000 GDC in Rogers, AR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
484 days old
General
Location
Rogers, AR, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$22,000.00
# of Accounts
18
Avg Client Age
58
Overview

I offer clients Institutional Asset Protection Managers. Our managers work diligently to protect assets during declines and grow assets. Protecting assets is their #1 priority.

I bring value-added services for clients. Provide insight on Social Security, Medicare, Buy-Sell Agreements, Retirement planner/analyzer, Target-goal investing, housing and economic suggestions and issues, refinancing/debt alternatives, Employer 401K and 403B investment suggestions, Education funding through agencies, states and universities, business ownership insights, etc.

Past corporate revitalizer for 21 years and Investing for past 26 years. Past VP of Morgan Stanley. Since 2002 owned present company have been semi-retired. Looking to take on the right clientele and regrow my business or join another firm with the same beliefs and visions as I have.

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