Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Berea, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$14,000,000.00
Gross Revenue
$40,000.00
# of Accounts
600
Avg Client Age
55
Overview

Specialize in retirement planning: accumulation, income withdrawal, estate/legacy, social security planning. I hold a life/annuity, Property/casualty, Series 6 & 63 and IAR licenses. Designations: LUTCF, CSSCS
My current book is mostly commission but increasing to fee-based clients to increase consistency of future income. Would like to learn about ways to buy a practice to increase client base, income base now and future succession for my own retirement.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...