Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
353 days old
General
Location
Memphis, TN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$25,000.00
# of Accounts
30
Avg Client Age
45
Overview

I’m a growing business interested in acquiring other existing business. I mainly focus on planning and fee based investment management. I have been in the industry 11 years and owned my own practice for 6 years. I enjoy having a small practice to focus on the clients but would like to expend.

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