$30MM AUM | $300,000 GDC in Woodbury, MN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Woodbury, MN, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
350
Avg Client Age
40
Overview

Looking to acquire or hire advisors that are looking to be part of a team-based firm that takes a holistic planning approach. We have a team, support, technology for an advisor to tap into and utilize our services. We can help advisors move their BoB to Advisory, support their clients with client service associates, junior advisors to tap into, an internship program that can generate the leads and future employees. Our advisors are able to use LPL Financial and Charles Schwab as Custodians.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...