$20MM AUM | $300,000 GDC in Peoria, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Peoria, IL, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
500
Avg Client Age
55
Overview

I'm 35 and a Certified Financial Planner in my 7th year with the same firm and I have a stable practice. I'm looking for the opportunity to purchase a practice or otherwise be a succession plan solution in the Greater Peoria area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...