$17MM AUM | $123,000 GDC in Seattle, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Seattle, WA, US
Fee 0% Commission 100%
$123,000
Gross Revenue
50
# of Accounts
55
Avg Client Age
Overview

I am interested in acquiring an existing practice in the Seattle area. I have 23 years experience in financial services including a CFP(r) and MS in Personal Financial Planning. My current practice is fee based, I am a fiduciary, and I place an emphasis on financial planning, ETF's, and individual stocks

Extended Profile Information

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