$30MM AUM | $130,000 GDC in Columbia, MO

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Columbia, MO, US
Fee 0% Commission 100%
Gross Revenue
$130,000.00
# of Accounts
350
Avg Client Age
55
Overview

I am currently a younger bank channel advisor and CERTIFIED FINANCIAL PLANNER t. My bank has expressed interest in purchasing an existing practice and I am also interested in hearing about succession opportunities for me to come on as a junior advisor.

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