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Financial Advisor

$80,000 AUM | $600,000 GDC in Camp Hill, PA

Member Level
Premier
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Camp Hill, PA, US
12 Month Gross Revenue
$600,000
Number of Accounts
1,500
Avg Client Age
55

Overview

Our firm specializes in partnering with advisers in the areas of Contingency & Succession Planning by utilizing proven strategies to maximize the value of the selling adviser's practice at the time of sale.

If you are looking to transition into retirement and/or currently do not have a Contingency Plan firmly in place, contact us today to learn how we can help ensure you are provided a fair, and competitive valuation for your business.

 
Extended Profile Information

Peer to Peer
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New Opportunities Daily
Zero Transaction Fees
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