$25MM AUM | $250,000 GDC in Cherry Hill, NJ

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
Location
Cherry Hill, NJ, US
Fee 0% Commission 100%
$250,000
Gross Revenue
125
# of Accounts
55
Avg Client Age
Overview

Financial Planning, investment advisory and insurance business. OSJ office looking to add new advisors locally and to open additional offices to expand footprint. Also looking for local advisors who are seeking to transition out of the business and sell his/her book of business.

Has Office Space to Share in Cherry Hill, NJ

Currently have room for 1-2 more advisors/agents. Fully licensed FAs will need to transition to my current BD. Fixed only agents welcome as well. Space may be available at no cost depending on prior production levels.

Contact to discuss details
 
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