$80MM AUM | $400,000 GDC in Grand Rapids, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Grand Rapids, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
650
Avg Client Age
60
Overview

CFP financial planner 15 years experience, 11 with LPL Financial. Successfully transitioned a retiring advisors book of business. Seeking another financial transition for future growth.

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