Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
720 days old
General
Location
Las Vegas, NV, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$47,200,000.00
Gross Revenue
$381,000.00
# of Accounts
375
Avg Client Age
55
Overview

I'm a financial planner with a fee based practice in Las Vegas, clearing through LPL Financial. I've been in practice 15 years and I'm looking to buy additional practices in both Las Vegas and other areas to add more staff and serve more clients. I already travel regularly to CA to see clients and serve many clients in other states remotely. So, while a Vegas based practice is ideal, that is not essential. I believe in a relationship based, rather than a transaction based, service model. I work hard to get to know my clients and to maintain that relationship over the years by providing advice on a wide range of financial issues and not just by managing their investments. I'd like to be your successor, to serve your clients, grow my business and provide you a smooth and profitable exit. Let's start this conversation and see if we are a good fit.

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