$5MM AUM | $50,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Scottsdale , AZ, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
38
Avg Client Age
65
Overview

we are a independent full service financial services firm (securities and insurance licensed) working with clients on all aspects of their financial needs (investments, insurance, mortgages, medicare, estate planning). We are looking to purchase books of business focused on either securities or insurance.

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