Overview

My practice is about $48MM in assets with about $20MM in fixed annuities and $28MM divided up between managed money, variable annuities, mutual funds and individual stocks. I have 20 years of industry experience and have been independent for 10 years. I am looking to expand my practice, specifically looking to expand to the Salt Lake Valley, as well as expand my current operations in Saint George. I will be in the industry for another 25-30 years and am looking to purchase a practice or merge with a practice to help grow my AUM and income for the next 30 years.

Market
Advisor/RIA
Last Activity
2 weeks

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