Market
RIA
Member Level
Basic
Last Activity
today
Profile Age
257 days old
General
Location
Sarasota, FL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$31.00
Gross Revenue
$250.00
# of Accounts
120
Avg Client Age
68
Overview

I am interested in growing my business and adding Assets and new relationships.
I am a people person and love and enjoy assisting folks attain their personal financial goals and objective's.
I am at 77 South Palm Avenue, at Benjamin F Edwards in DTS, just off Main street. I have 31mm in assets and I have done 250k in production, trailing 12 months. I am age 51, I have been an advisor for 24 years. My practice is 50 % Fee based Managed money business, ( My own advisory Models that I manage, = Moderate growth with Income , SMA's along with ETF's asset allocations ) 30% Annuities/ Insurance including, ( Fixed, Fixed Indexed, VA's and SPIA's along with Long Term care and Life for Estate planning purposes ) The remaining 20% of my business consists of Trails, 10% ( MF's C shares, Simple IRA's for Corporations , SeP's and VA's, 401k Plans ) and the other 10% Transactional, Fixed income, ( CD's , Corporates, Munies, Preferred, individual stocks on a case by case situation)

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