Buyer Profile

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Buyer Profile Type: BD RIA Assets

Date:


* Full Name: CRD #: SS#:

Address:

City: State: Zip:

* Telephone: Fax:

* E-Mail:

 

Licenses You Hold (select all that apply)

4 7 24 27 53 55 63 65 66 None Other

If other, list professional designations:

Type of Acquisition: BD RIA Assets

Desired Price Range:

Desired Net Capital of BD: $5k $50k $100k $250k

Market Making: Yes No If yes, how many markets:

Specific products and services you are interested in offering:

Existing Principals to stay on: Yes NoIf yes, how long:

Branch Offices: Yes No if yes, how many markets:

Geographic preference: Yes No if yes, where:

Additional Specifications:

* The security word must be typed to process your request: security word: is:

ALL INQUIRIES WILL BE KEPT IN THE STRICTEST OF CONFIDENCE

 

3931 Haynes Circle
Casselberry, FL 32707


toll free: 866-998-1477

local: 407-774-2000

fax: 407-774-0005

Email: home@brokerdealerplace.com