Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
113 days old
General
Location
Lexington, KY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$19,000,000.00
Gross Revenue
$250,000.00
# of Accounts
200
Avg Client Age
45
Overview

20 year advisor that has converted to more fee based approach. Looking for acquisition of books or partnerships to grow in the future.

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