Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
664 days old
General
Location
Tucson, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$37,000.00
# of Accounts
150
Avg Client Age
40
Overview

I am a fee-based finanacial advisor. My goal is to help a seasoned financial advisor fulfill his/her promise to their client - taking care of the client for their lifetime. I don’t want to just buy a practice, I want to work with an existing advisor to help with the successful transition of their clients.

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