$28MM AUM | $185,000 GDC in Sanford, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sanford, FL, US
Fee 0% Commission 100%
Gross Revenue
$185,000.00
# of Accounts
88
Avg Client Age
53
Overview

I founded a financial planning and investment services firm dedicated to providing experienced guidance and exceptional bespoke services. I offer comprehensive planning, investment counseling, and detailed execution of strategies carefully designed for each client. I would like to acquire a small practice, and am open to having an advisor with an existing book join my firm.

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