Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$950,000.00
# of Accounts
800
Avg Client Age
55
Overview

I have 16 years of experience. I have the following designations: CFP®, CRPC®, CLTC®, APMA®.
Focus is comprehensive financial planning. 75% plus fee based/managed accounts. Non-fee based practices will still be considered.
Other pertinent experience:
I have merged and acquired a practice. I've been through the agreements etc.
Management experience - I understand on-boarding, transitions, etc.

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