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Financial Advisor   

$17MM AUM | $230,345 GDC in Eatonton, GA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

80% Comm
20% Fee

General

Location
Eatonton, GA, US
12 Month Gross Revenue
$230,345
Number of Accounts
189
Avg Client Age
60

Overview

Financial planning firm interested in purchasing or merging with an established practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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