Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
87 days old
General
Location
Buffalo, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$70,000.00
# of Accounts
80
Avg Client Age
50
Overview

I'm 33 years old and have been in the industry since 2010 upon completing my MBA. Looking to buy a practice, or become the succession plan for an advisor looking to slow down or retire. Ideally looking to buy a book of clients age 60+ as I believe I can provide a lot of value to them for the entirety of their retirement.

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