Overview

$65MM AUM / $330K Gross Revenue / The majority of my book of business is held by 3rd party money managers. I also manage much of my AUM through the proprietary LPL Platform. The primary vehicles used consist of Mutual Funds, Annuities and Life Insurance. I have quite a few 401K clients as well.

I've been in the financial industry for 41 years now. I currently have a CPA in house. I plan to retire within the next 2-5 years. However, I would prefer to stay on board for approximately 6-12 months once my successor takes over in order to service the accounts during the transition.


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Listing Age
514 days old

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