Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Leawood, KS, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$500,000.00
# of Accounts
300
Avg Client Age
55
Overview

I am looking to engage financial advisors who are looking to name a successor to their book, to work with them to develop a successful succession plan that both parties agree is fair and equitable.

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