Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
718 days old
General
Location
Lafayette, LA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$1,250,000.00
Gross Revenue
$30,000.00
# of Accounts
3
Avg Client Age
47
Overview

Seeking to acquire small firms or advisors looking to depart from a captive position.

Licenses:

Series 65
L, H, & A
P&C

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