$11MM AUM | $115,000 GDC in Bonita Springs, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Bonita Springs, FL, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$115,000.00
# of Accounts
45
Avg Client Age
65
Overview

I am a 49 year old IAR and Registered rep with 19+ years experience and a spotless U4. I currently have a small clean mostly fee based existing "booklet" of business. I have spent last 10+ years raising four children and am now looking to focus on /re-start my career and grow. I believe a fee based fiduciary arrangement is the best way to do business. I hope/desire to work another 15+ years. I am open and willing to relocate for the right opportunity. Interested partnering, being a part of a succession plan, buy-out and/or a junior advisor.

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