$30MM AUM | $150,000 GDC in Wallingford, CT

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Wallingford, CT, US
Fee 0% Commission 100%
$150,000
Gross Revenue
70
# of Accounts
60
Avg Client Age
Overview

I am looking to purchase a book of business I have 49years of experience as a financial advisor and estate planner. I have 2 younger associates and plan on bringing on a few more. I have mostly commission business at present.

Extended Profile Information

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