Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Middletown, CT, US
Profile Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$125,000.00
# of Accounts
100
Avg Client Age
50
Overview

Looking to acquire/merge practices, Specialize in 401(k)/403(b)/457.

Also interested in an aggressive sales person to generate 401(k) leads. Must be FINRA licensed. Will split fees on all cases.

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