$3MM AUM | $2,000 GDC in Fort Dodge, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Fort Dodge, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000.00
# of Accounts
150
Avg Client Age
55
Overview

I am a small independent registered rep and insurance agent in the north central region of Iowa for eight years now with a current book of business of less than $5 million. I am currently working with a couple of veteran advisors within my broker/dealer and currently looking for outside books of business to buy. My broker/dealer is willing to help with acquisition costs.

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