$25MM AUM | $250,000 GDC in Brentwood, TN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Brentwood, TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
500
Avg Client Age
55
Overview

My practice is a financial planning practice built on client relationships. I also teach the Kaplan curriculum for the CFP at Belmont University in the evening. My partner and I are looking to succeed a practice (long term or short term). The advisor would need to be willing to join our broker dealer. The practice we are looking for would be client-centric and built off of personal relationships with the advisor. We have clients that are located in different parts of the U.S, travel to meet our clients no matter where they are, and believe that maintaining a close client relationship is a key part of our business that we pride ourselves on.

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