$150MM AUM | $1.4MM GDC in Ocala, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Ocala, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000
# of Accounts
1
Avg Client Age
65
Overview

I am a CFP® on a team of advisors primarily focused on discretionary fee-base planning. We have over 60 years of combined experience and take pride in doing our very best for our clients. Our team is looking to grow by acquisition in addition to our ordinary growth objectives. We are looking for advisors wanting to retire or seeking to exit the business for other reasons and preferably share the same mindset on financial planning. We are located in Ocala, but have clients all around the state as well as a number of clients outside of Florida.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...