$35MM AUM | $250,000 GDC in Cumming, GA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Cumming, GA, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
190
Avg Client Age
53
Overview

Experienced CFP seeking to find an opportunity to merge with, join, or purchase, other financial advisory practices.

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