$40MM AUM | $250,000 GDC in
My investment advisor practice is growing. I have been in the business for 15 years and have worked hard to meet the needs of my clients. I genuinely care about serving them. My independent Broker Dealer has provided me opportunities to serve my clients in the manner I chose. I am looking to grow my business through a purchase or succession planning. I have acquired one Advisors book of business before and learned a lot from that transaction.