Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Tampa, FL, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$800,000.00
# of Accounts
450
Avg Client Age
70
Overview

I am dually licensed. I have my own independent RIA and I am affiliated with a Broker Dealer.

I am looking to purchase the right practice and/or be considered as a successor to an advisor leaving the business.

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