$15MM AUM | $120,000 GDC in St. Louis, MO

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Continuity
Location
St. Louis, MO, US
Fee 0% Commission 100%
$120,000
Gross Revenue
120
# of Accounts
62
Avg Client Age
Overview

I'm an independent financial planner wanting to know my options for expanding my current book of business and how to sell my book of business in 5-8 years.

Extended Profile Information

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