Overview

$44MM AUM / $1.5M Gross Revenue / The majority of my book of business is invested in Fixed Index Annuities. 99% with no income Riders! and we do a lot of Retirement Planning and Medicaid. I also have Retirement clients with annuities as well as Managed Accounts, utilizing Stocks, Bonds, and ETF's. I manage approximately 160 accounts, and roughly 20% of my revenue generated is fee-based. I have a book of approx 2000 clients we have helped over the years with Veterans Benefits and Medicaid and are working past clients for referrals.

I plan to retire by 2025 or sooner; however, I am open to offers of opportunities for sooner if they make sense.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
525 days old

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