Overview

$275MM AUM / $1MM Gross Revenue / The bulk of my book of business is invested in Mutual Funds. I also have much smaller holdings in Stocks and Annuities. I manage approximately 1,625 households, and 95% of my revenue generated is commission based.

I plan to retire within the year 2020-2021. I will stay on board to assist during the transition of practices to service the accounts during the shift.
My ideal candidate is a client-centered advisor that has a CFP designation and must be within close proximity to my current location and available to be in the office to service our clients as the majority our clients come to the office to be serviced.

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

Business Data

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Clearing Firm / Custodian

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