$17MM AUM | $209,000 GDC in
Bonita Springs, FL
I am a 53-year-old IAR and Registered rep with 23+ years of experience and a spotless U4. I currently have a 'small' clean primarily fee-based existing practice. I hope and desire to work for another 15+ years. I am open and willing to relocate for the right opportunity. Interested in partnering, being a part of a succession plan, buy-out and/or a junior advisor. I have my life insurance licenses in MI and FL.