Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Gaithersburg, MD, US
Profile Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$270,000.00
# of Accounts
195
Avg Client Age
55
Overview

Currently affiliated with a hybrid RIA with Schwab as custodian. My B/D is LPL. Would like to make a lateral move to a hybrid RIA with LPL affiliation. I am not interested in switching B/D's. I am looking for succession planning and continuity of my business. I plan on retiring within 5 to 7 years.

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