$6MM AUM | $20,000 GDC in Troy, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Troy, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
85
Avg Client Age
55
Overview

I live and work in my community. I am former military, and hold my MBA from Washington University in St. Louis.

I want to find a retiring/exiting Advisor near me that wants their clients well taken care of when they leave and that wants to be able to sleep at night when the acquisition is done knowing that they've done the best for their clients.

I am interested in being a successor if the size of the practice is sufficient. I am also willing to move for a sufficiently sized practice.
I have my 7, 66, Life/Health, Prop/Casualty licenses. I will start the CFP designation next year.

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