$220MM AUM | $1MM GDC in Columbus, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Columbus, OH, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
65
Overview

Currently looking to buy, merge, and/or be a succession plan to an advisor. Currently hold Series 7, 66, life, health, variable, and CFP. Clean U4. Please don't hesitate to email me at ___ with any additional questions.

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