Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
404 days old
General
Location
The Colony, TX, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$100,000.00
# of Accounts
20
Avg Client Age
50
Overview

Ideally, am seeking a partnership with an individual who is looking to bring on a junior agent with the idea of transitioning his/her BOB over a period of years, where the construction of the buy in will be largely weighted towards sweat equity (commission override) in the first several years.

As a captive agent, my primary asset is myself. Though only mid 40's I am seasoned and articulate, and work seamlessly between multiple socioeconomic groups. I have been a student of the markets for over 3 decades, and it translates.

The lion share of current business is derived from life insurance, but I've had extensive experience with annuities, mutual funds, LTC, and individual securities. Without sounding overtly conceited, I will merely say that I've outgrown my company, and our limited selection of offerings.

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