Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Raleigh, NC, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$200,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

I've been in the business since 2002 started at age 21, I am 35. I run a fee based financial planning practice with an independent Broker Dealer. I am located in Raleigh, NC. I use Emoney financial planning software. I also advised manage Corporate 401k plans. I am well versed in asset management, using portfolios built by me or third party managers, Annuities, None traded REITS, Life Insurance, Long term care ins.

Looking to purchase or partner with an outgoing advisor that has a similar practice. I would also be interested in partnering with an advisor that may not have a book of much recurring revenue but would work for a split of new business produced from the book for a period of time.

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