Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
95 days old
General
Location
North Canton, OH, US
Profile Type
Buyer | Join A Practice
Business Type
Registered Investment Advisor
AUM
$7,000,000.00
Gross Revenue
$84,000.00
# of Accounts
60
Avg Client Age
60
Overview

I am currently looking for a comfortable fit within an existing practice geared towards a succession plan. I have over 6 years experience with Edward Jones and Merrill Lynch before starting my own RIA. I am looking to be a good fit for someone that wants to gradually move, or sell a book of business. I am fully licensed with 7,66, Life and Health, as well as CRPC certificate. I am not looking to join a firm or practice from scratch. I was able to build two successful practices with both Jones and Merrill Lynch and doing well with my own RIA, but would like the opportunity to take over a book through a like minded advisor if possible.

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