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Financial Advisor   

$75MM AUM | $650,000 GDC in Roanoke, VA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Roanoke, VA, US
12 Month Gross Revenue
$650,000
Number of Accounts
200
Avg Client Age
62

Overview

I am a RIA practice in Roanoke looking to possibly acquire other practices within a reasonable radius of Roanoke. Looking to establish relationships with other like minded firms. I clear mostly through TD Ameritrade. However, I am not limited by any custodian.

 
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