Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
196 days old
General
Location
Bellevue, WA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$40,000.00
# of Accounts
103
Avg Client Age
55
Overview

Hello! I'm a financial adviser in Bellevue, WA at a BD, holding with my Series 7, 66, and life and disability insurance license. As much as I respect the BD that I'm currently at, I would like to breakaway to the RIA world so that I can build my businesses in a way that represents me. I would like to meet an advisor that is transitioning out of the business and is interested in selling their RIA, and it's important that I meet someone that matches my core values.

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