Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
368 days old
General
Location
Shreveport, LA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$370,000,000.00
Gross Revenue
$3,250,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

We have a large practice with 7 advisors. We focus primarily on financial planning and asset management. Have young talent as well as seasoned veterans. Although we have clients nationwide, the majority of our clients are in NW Louisiana. We are looking to grow and selectively expand. I hope to find advisors who are looking to join a team, or who are looking to put a succession plan in place for when they exit the business.

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