Overview

$32MM AUM / $200K Gross Revenue / My book of business is primarily comprised of Managed Funds. I have my clients invested in Annuities, Mutual Funds and Equities. I manage 105 households and 67% of my revenue generated is fee based.

I'm looking to succeed my business in 2020.

My ideal candidate would be a client centered advisor with a nice compliance record. The preferred advisor would also currently be within the LPL brokerage and reside within 25-100 miles from my current location.

Last Activity
6 months or more
Listing Age
1,696 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...