Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
602 days old
General
Location
Canton, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
750
Avg Client Age
60
Overview

I am a financial advisor and franchise owner with Ameriprise Financial. I currently have offices in Cortland and in Canton, Ohio and am always looking to expand. We have a robust team, great technology and solid processes and systems to serve clients and grow. I am interested in discussing a potential relationship. We do comprehensive advice and wealth mgmt. We are seeking firms/advisors from those who are wanting to merge with us in the Ameriprise Platform with our team Guidelight Financial Group and have support to allow them better to grow and service their clients to structuring a transition plan now or 5 years from now (anywhere in between).

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