$8MM AUM | $40,000 GDC in Rochester, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Rochester, NY, US
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
35
Avg Client Age
40
Overview

I am seeking to expand my practice by acquiring a book of business or joining an existing practice as a succession plan.

I've been in the industry for approximately 10 years and I'm looking to start my own firm. I have a Masters degree in Finance, Certified Investment Management Analyst (CIMA), Certified Fund Specialist designation(CFS), series 7 and 66, a Life and Health License, and I'm certified to sell NYS Partnership LTC policies.

I am currently a hybrid RIA along with a Broker Dealer affiliation.

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