Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Towson, MD, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$160,000.00
# of Accounts
200
Avg Client Age
55
Overview

I am a Certified Financial Planner in a office with around a dozen other advisors. Our office structure is that of a silo, each advisor managing their own book of clients. Most of my business is advisory fee-based account management along with comprehensive financial planning. I am currently interested in a practice acquisition with a good cultural fit to how I work with my existing clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...