Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Natchitoches, LA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$375,000.00
# of Accounts
500
Avg Client Age
50
Overview

Experienced and growing practice open to acquiring a practice or helping an experienced representative transition their book. I work with a national BD with extensive investment offerings and emphasis on fee-based financial planning opportunities for our clients. I am looking for advisors in Louisiana, E. Texas, Mississippi and along the Pensacola Beach, FL areas who are professional and want to grow equity in their book of business.

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