$50MM AUM | $800,000 GDC in Alpharetta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Alpharetta, GA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
325
Avg Client Age
45
Overview

Goal to grow through acquisition of other BOBs on top of our other many other marketing efforts. 12+ years of experience. Main focus is on 40-65 year old demographic, including business owners, and generally use financial planning to help dictate overall comprehensive strategy. Well versed with tax management strategies for high income earners and business owners. Full range of services and products including comprehensive financial planning, business planning, fee-based asset management, fixed insurance, fixed/variable annuities, and alternative investments

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