$60MM AUM | $412,000 GDC in Richmond, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Richmond, VA, US
Listing Type
Buyer | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$412,000.00
# of Accounts
300
Avg Client Age
65
Overview

I am running a practice within the SunTrust Investment Services Model. I moved away 11 years ago to get away from my natural market and prove that I could do this without friends and family. With 10 years of experience I am ready to come back to the Roanoke area and set up shop, however it would be difficult for me to give up my current clients. I am looking to bring my top 100 clients, and joint a practice in Roanoke as a part of some one's succession plan.

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