$65MM AUM | $650,000 GDC in
Nationally known 1031 Exchange and Alternative practice looking to add one or two experienced financial planners and advisors to build out our conventional platform. We place over $10mm equity annually in Exchanges and want someone to cross sell to our existing accredited clients . Potential $100 MM AUM . We grow business through exemplary service not high pressure. Could also be an opportunity for wire house reps looking for fair payouts and a greater emphasis on client service.