Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Maitland, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,350,000.00
# of Accounts
550
Avg Client Age
66
Overview

We are a Registered Investment Advisor in Central Florida with over 30 years of experience in the financial planning and investment advisory business. We utilize model portfolios to manage our client's brokerage assets and complement this with the ability to provide annuities, insurance, and alternative investment products.

We also provide compliance and portfolio management services to registered investment advisors looking for a new home.

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