Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
28 days old
General
Location
Lafayette, LA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$1,500,000.00
Gross Revenue
$75,000.00
# of Accounts
50
Avg Client Age
40
Overview

I have been in the business for 4 years and licensed as a financial advisor for just under 2 years. I am a 2nd generation advisor and could not love this career more. My goal as I grow my practice is to acquire small strong books of business that I can build a relationship with both the clients and the current advisor. Looking for predominately fee-based books of business.

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