Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Southfield, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
100
Avg Client Age
52
Overview

I am the Regional Director of Lincoln Financial Advisor's, covering all of Ohio and Michigan. I have assisted in the successful Sale and succession plan for over 33 advisors in the last 8 years. I desire to continue to match the top talent with the best practices.

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