Overview

$14MM AUM / $80K Gross Revenue / The bulk of my book of business is invested in Mutual Funds. I also have a strong position in Annuities as well. A much smaller portion of my book is held by a well trusted 3rd party money manger. I manager 80 households and roughly 50% of my revenue generated is fee based.

I plan to retire in November of 2022-2023. My ideal successor would be an LPL rep that is like-minded and will work with my clients in the same capacity and within 20-50 miles of my current practice. I'm open to all opportunities, however I'm not interested in moving into another broker dealer. I'm willing to stay on board for a month or two months to assist and service the accounts once my successor takes over.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
485 days old

Business Data

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