Overview

I have a financial practice and a real estate business. I have been doing both for over 30 plus years. I am an independent rep with Cetera. Currently, the majority of my business is real estate with RE/MAX helping people buy/sell and invest in real estate. During the 90's I did Successful Money Management classes as I grew the financial side of my business. The majority of my client base is from those seminars from that time. I am looking to expand and grow the financial portion of my business going forward. I plan on transitioning a portion of my existing book and my future book into some form of AUM with TAMP. I am AHIP certified and can offer clients medicare options and choices as well as investment and insurance choices. I would like to work with an advisor who wants to exit and transition their book. I would be interested in an earnout purchase price based on revenue received from transferring clients over a two year period.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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