$35MM AUM | $330,000 GDC in Mansfield, MA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Mansfield, MA, US
Fee 0% Commission 100%
$330,000
Gross Revenue
400
# of Accounts
50
Avg Client Age
Overview

I am looking to grow my practice through acquisition. I have 12 years of experience, I am a CFP and primarily focus on comprehensive planning and advisory based asset management. As a younger advisor, I am willing and capable of growing with clients, seeing them through to their goals and welcoming the next generation of clients.

Extended Profile Information

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