Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Frankfort, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100.00
Gross Revenue
$600,000.00
# of Accounts
450
Avg Client Age
56
Overview

Branch manager of an Independent Broker/Dealer currently managing 100 MM in assets both fee based and traditional. I am looking to expand my book of business by purchasing additional assets from the right candidate. We are a growing firm that has interest in not only purchasing books of business, but also assisting advisors who wish to transition broker/dealers in search for a better platform.

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