Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
446 days old
General
Location
Coral Springs, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$350,000.00
# of Accounts
250
Avg Client Age
60
Overview

I am looking to partner up with an adviser who is looking to work less and eventually retire. The first couple of years introducing me to the clientele, making a nice smooth transition for the clients and eventually you working a lot less but still getting paid. I am also looking to acquire books of business'. I am fully licensed in all areas and very motivated, please reach out to discuss further

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