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

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Continuity
Location
St. Louis, MO, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
120
Avg Client Age
62
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.

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