Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
385 days old
General
Location
West Palm Beach, FL, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
AUM
$2,000,000.00
Gross Revenue
$20,000.00
# of Accounts
15
Avg Client Age
50
Overview

I need to purchase a practice, or partner with a retiring advisor to accelerate my client acquisition. I have previously managed $50,000,000 and $200,000,000 books of business for a large multinational bank and a mid-sized, family owned, broker-dealer. I believe strongly in serving clients with the highest ethical and professional standards. I hope to complete CFA level 3 and receive my charter in 2020.

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