$10MM AUM | $50 GDC in Jacksonville, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Jacksonville, FL, US
Fee 0% Commission 100%
Gross Revenue
$50
# of Accounts
100
Avg Client Age
60
Overview

Commission based business for stocks, bonds and mutual funds preparing to transition to fee based production. I am looking for clients for whom I will protect income and assets when their representative is leaving the industry or needs help maintaining client relationships.

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Clearing Firm / Custodian

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