$28MM AUM | $200,000 GDC in Plantation, FL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Succession | Continuity
Location
Plantation, FL, US
Fee 0% Commission 100%
$200,000
Gross Revenue
180
# of Accounts
60
Avg Client Age
Overview

My ideal situation is to team up with two client centric advisors who want to establish continuity and succession plans as part of their business model. I would like to be the successor to one advisor and the other my successor.

Extended Profile Information

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