Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
209 days old
General
Location
Tacoma, WA, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$1,500,000.00
Gross Revenue
$30,000.00
# of Accounts
80
Avg Client Age
40
Overview

I am a small time advisor who is slowly building my business. I have some money saved and would be willing to use it to buy a bigger practice and make additional payments if needed.

I have a beautiful wife, a handsome and smart 8 year old son, and a cute 7 month old daughter. I have a military background and have been working with the market for close to two decades, but officially an advisor for only a few years.

I focus a ton of time on my investors and have experience teaching complex subjects in easy to understand packages. I would love to either join a larger group to boost my revenue or work to take over another book of business over a period of time.

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