Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
398 days old
General
Location
Sugar Land, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35.00
Gross Revenue
$250.00
# of Accounts
300
Avg Client Age
60
Overview

My son and I run a 2 person business. My son is 35 and will eventually take over the practice. I am a CFP with 18 years experience and rely heavily on comprehensive financial planning which creates a diverse product base. We have 2 client profiles. My clients are basically 50-90 and Jon's are 30-50. We would like to purchase/merge with a local business and transition the owner into retirement. We have completed a small purchase and learned the ropes on how the process works. (That was a good learning experience.)

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