$28MM AUM | $333,000 GDC in Port Charlotte, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Port Charlotte, FL, US
Fee 0% Commission 100%
$333,000
Gross Revenue
500
# of Accounts
65
Avg Client Age
Overview

Holistic financial life solutions. Mostly helping retirees and those near retirement. Hope to find a book of business to buy.

Extended Profile Information

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