Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
336 days old
General
Location
Lansing, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,600,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
12,000
Avg Client Age
60
Overview

I manage a credit union investment platform in the Lansing area which handles fee based, and commission-based products. This program provides office space in the credit union branches, as well as access to systems and software. This allows you to work independently but with the support of branch referrals and without the cost of office materials and equipment. I would like to explore this opportunity to purchase a book of business, or merge with an advisor in the Lansing area to work with branch referrals and continue to work their book.

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