Market
IBD
Member Level
Basic
Last Activity
within 3 months
Profile Age
314 days old
General
Location
Buffalo, NY, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$15,000.00
12 month EBITDA
$15,000.00
# of Advisors
1
Years in Business
8
Ownership Structure
LLC
Allow Independent RIA
No
Overview

I am a producing manger for an insurance company Broker Dealer currently. I had a practice that I gave up when I left a previous employer to take a management position and now am allowed to produce in my management role. My current goal is to return to production and I am looking for a practice to purchase or join. I have a series 6, 63, 7, 24, 51, and LH&H. I am open to any and all conversations that include buying or joining a practice, or entering a practice as a successor. Open to having discussions around joining my firm for succession or vice versa. Just turned 40, looking to be in business for many years to service and assist your clients. Please reach out if you feel we might be a fit, worst thing we find out is we're not and part ways with new contacts!

Clearing Firm / Custodian

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