Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
512 days old
General
Location
Wadsworth, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,500,000.00
Gross Revenue
$55,000.00
# of Accounts
30
Avg Client Age
66
Overview

Transitioning to fee based advisory. Would like to grow on that side.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...