Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
423 days old
General
Location
Warrenville, IL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$9,000,000.00
Gross Revenue
$80,000.00
# of Accounts
107
Avg Client Age
73
Overview

I would be interested in buying or merging with an existing advisor in my area. I am currently with an independent broker/dealer, am finishing a masters in finance program, I am a CFP, with registrations 7,24,66. I currently manage mostly individual equities and debt securities, but use most products depending on the client risk tolerance and experience. Most of my clients are retired and as a result have a lot of experience dealing with elder care issues, estate planning, and handling the transition to the beneficiaries.

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