Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
568 days old
General
Location
Baton Rouge, LA, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$185,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
420
Avg Client Age
60
Overview

Advisor Listing - $170MM AUM Continuity Opportunity in Baton Rouge, LA

Our team is based in Baton Rouge and has over 20 years of experience in the financial services industry. We specialize in helping individuals transition into retirement and manage their portfolio assets. We also have relationships with business owners and wealthy families. We are looking to partner with other advisors to benefit both our practice and theirs.

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