$50MM AUM | $400,000 GDC in Charlotte, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Charlotte, NC, US
Fee 0% Commission 100%
$400,000
Gross Revenue
1,000
# of Accounts
58
Avg Client Age
Overview

Currently work on Sales Consulting Desk( Life Insurance/Annuities) at LPL ___ be inheriting Father's broker dealer and advisory firm that has annual recurring revenue of 400k. Looking at acquisition and merge opportunities in the very near future...2-4 years

Extended Profile Information

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