$60MM AUM | $300,000 GDC in Salem, OR

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Merge | Succession
Location
Salem, OR, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
800
Avg Client Age
63
Overview

I am just completing a purchase of a retiring advisors book of business and am looking for addt'l books to purchase. In addition I would like to find another advisor to work in the office so that we could be back up support for each other. They might work into being my successor, but not for about 15 years.

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