Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Metairie, LA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$77.00
Gross Revenue
$430.00
# of Accounts
160
Avg Client Age
50
Overview

My business excels at client satisfaction and delivering superior service to each client. I want more clients who desire and expect that type of service from a financial planning based firm. No one else will treat your clients better than me as I have proven numerous times in the past.

I am flexible on structure. A gradual work down or a succession plan for you or an immediate buy-out or any combination. I also have a plan that allows me to pay more than most for the right practice.

I have a radio program, have been on CBS, WWL ( local) and CBS Market Watch. I have been recognized by City Business as a top 50 Money Maker in our area several times as well as a 5 star advisor by New Orleans Magazine.

I am only interested in a transaction that is attractive to both of us. Let's get together and talk about it!

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