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Financial Advisor   

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

Member Level
Premier
Last Activity
within 3 months

Business Mix:

20% Comm
80% Fee

General

Location
Alpharetta, GA, US
12 Month Gross Revenue
$800,000
Number of Accounts
400
Avg Client Age
63

Overview

Financial planning practice looking to grow through acquisition of fee based practices. We are also looking to merge your practice with our firm. We enjoy an independent model and payout, but also provide office space and overhead for our team members.

***I also have a fee based practice to sell, of $12 million in AUM, which would require you joining our B/D.****

 

Has Office Space to Share in Alpharetta, GA

We have a suite on the first floor. Conference room to share, 1 office and 3 workstations available

Contact to discuss details
 
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