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Financial Advisor   

$30MM AUM | $275,000 GDC in Grand Junction, CO

Member Level
Premier
Last Activity
within 2 months

Business Mix:

100% Comm
0% Fee

General

Location
Grand Junction, CO, US
12 Month Gross Revenue
$275,000
Number of Accounts
280
Avg Client Age
55

Overview

To be able to acquire a practice or to merge with another and eventually becoming the successor advisor myself or with a team.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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