Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
48 days old
General
Location
Washington, MI, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$6,000.00
# of Accounts
20
Avg Client Age
45
Overview

I am interested in buying a book of business from an advisor that is considering retirement as soon as possible, and that would like a caring 45 year old female advisor to transition his/her client base to. I would like the book to be primarily fee-based, as that is the majority of how I would like to build my practice. I also have a designation in divorce financial planning, and have a passion for dealing with women in transition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...