$10MM AUM | $80,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Denver, CO, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
7
Avg Client Age
71
Overview

I have been on the insurance side of the business for many years and have a substantial book of inforce business with renewal commissions.

However, I am interested in expanding the investment advisory side.
I have a series 65 license and all of my business is fee based.

I have only included my advisory fee income in my profile.

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