Overview

$50MM AUM / $600K Gross Revenue / My book of business is pretty simple. The bulk of it is invested in Annuities. From there, I also have my clients modestly invested in Mutual Funds with extremely little Life Insurance. I manage 150 accounts and 98% of my revenue generated is fee based.

I've been in the industry now for 32 years. Ultimately, what I'm looking for is to have a younger advisor come in now and work along side me for the next 2-3 years as I begin to transition out.


Last Activity
2 weeks
Listing Age
458 days old

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