Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Pawleys Island, SC, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
64
Overview

Our practice is on the independent channel of Wells Fargo Advisors. We have developed a practice that consist of advisors in different stages of their career, senior financial advisors nearing retirement and mid-career age advisors with over 20 years of experience and younger advisors we are helping to build their practice. We have been successful in structuring succession plans for numerous advisors retiring and have had excellent client retention. We are interested in acquiring practises in each of the Carolinas and have a financing structure in place to accomplish this.

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