Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Wall, NJ, US
Profile Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$20,000.00
# of Accounts
20
Avg Client Age
45
Overview

Early 40 year old holistic planner with over 20+ years in finance. I'm looking to buy a practice or seeking a succession opportunity with like minded individuals.

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