Overview

$25MM AUM / $223K Gross Revenue / The bulk of my book of business is in managed money. I'm a planning-based advisor primarily utilizing Stocks, iShares, Annuities, Mutual Funds, and Life Insurance. I manage approximately 80 households and roughly 67% of my revenue generated is fee based.

I would like to find an Independent Broker Dealer to join. I’m most interested in finding a synergistic practice and working as a team member, but I would consider out right selling my book if the right offer was made. My ideal successor would be based within a 50 mile radius of Sarasota and utilize MoneyGuide Pro or equivalent Financial Planning software.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
504 days old

Business Data

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