Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
38 days old
General
Location
Surprise, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$125,000.00
# of Accounts
225
Avg Client Age
58
Overview

My family and I are transitioning to Arizona over the next 6-12 months and I am a firm looking to acquire, merge, or create a Succession plan for someone looking to either retire or exit the business. I have been Life/Health/LTC licensed since Feb 1996 and securities licensed since 2003 I am in the process of studying for my series 65 should have in the next 3/4 months. Past experiences I was a Rep in banks from 1997 until 2008 at which time I went independent so I have been on all aspects of this business and bring a wealth of knowledge with me.

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