Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
80 days old
General
Location
Colorado Springs, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$600,000.00
# of Accounts
300
Avg Client Age
50
Overview

CFP and CFA Professional looking to merge and/or partner with another advisor practice. Series 7, 66, 24, LAH, P&C. Focus on financial planning with my clients. Majority of assets are fee-based, but will implement annuities, insurance, and other products that add value in client financial plan. Breadth of experience as a trader, financial planner, and wealth manager. Well versed with most software packages - financial planning, trading, due diligence and research, CRMs.

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