Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
298 days old
General
Location
Mount Pleasant, SC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
40
Avg Client Age
60
Overview

I am an experienced Financial Advisor who recently left Merrill Lynch after 8 years there and started my own practice with Independent Financial Group. I would like to accomplish my growth goals through purchasing a practice from an advisor ready to sell in the Annapolis Maryland or Charleston South Carolina area. I focus primarily on advisory management for individuals and businesses and include 401k management in my practice as I have my C(k)P and CPFA along with a CRPC.

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