$300,000 AUM | $5,000 GDC in Eugene, OR

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Eugene, OR, US
Fee 0% Commission 100%
Gross Revenue
$5,000.00
# of Accounts
5
Avg Client Age
50
Overview

I am a CFP and fee based planner, would like to find a practice to purchase or become a successor.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...