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Financial Advisor

$55MM AUM | $500,000 GDC in Atlanta, GA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee

General

Location
Atlanta, GA, US
12 Month Gross Revenue
$500,000
Number of Accounts
200
Avg Client Age
58

Overview

Wealth Management - 5 Teams in the Atlanta Area - Looking to add or acquire.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging