Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Glendale, AZ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$170,000.00
# of Accounts
100
Avg Client Age
65
Overview

I have built a model that is designed for the next 20 years and is structured to survive in market volatility. I am in my 40's so I intend to grow, recruit, and expand for the next 20 years. I am looking to have others merge and join us to either phase out or grow with us.

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