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Financial Advisor

$215MM AUM | $505,000 GDC in Seattle, WA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

100% Comm
0% Fee

General

Location
Seattle, WA, US
12 Month Gross Revenue
$505,000
Number of Accounts
90
Avg Client Age
40

Overview

see if there are retirement plan advisor firms willing to talk about merger or acquisition

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging