Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Vero Beach, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
# of Accounts
110
Avg Client Age
70
Overview

I have a small independent practice that I founded 11 years ago. I currently groos approximately 300k per year with 100% commission. 100k Brokerage and 200k annuity and insurance business. I would like to acquire or merge with another practice in hope of building and converting my practice to a AUM model in the future.

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