$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.