$100MM AUM | $900,000 GDC in Pinecrest, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Pinecrest, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$900,000.00
# of Accounts
360
Avg Client Age
60
Overview

I am a CRPC looking to buy practices in the South Florida area. I am also interested in those advisors that are interested in succession planning.

I am an independent advisor with Raymond James. I am in a very unique position as I work in a partnership with a community bank. The bank has over 1.2 Billion in deposits in Dade County alone. A core principal is financial planning.

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