Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
515 days old
General
Location
Orlando, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$120,000.00
# of Accounts
95
Avg Client Age
60
Overview

I am a fee-based Certified Financial Planner with over 18 years of experience in the Orlando market. I focus on goals based planning by providing advice in regards to retirement income planning, entitlements, estate planning, portfolio management, protection planning, business planning, and college funding. In 2017, I left a local credit union and created my own firm, Retire Orlando, Llc and I am currently looking to acquire a small practice from a like minded advisor to ensure a smooth transition for onboarding clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...