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Financial Advisor   

$145MM AUM | $1.4MM GDC in Myrtle Beach, SC

Member Level
Basic
Last Activity
within 2 months

Business Mix:

40% Comm
60% Fee

General

Location
Myrtle Beach, SC, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
760
Avg Client Age
68

Overview

We are team based in a bank-owned full service brokerage firm. We provide planning and wealth management to individual clients, small businesses, and small nonprofits. The group was formed with the goal of achieving economies of scale and the ability to run our practice like a growing business. We plan on doubling AUM and revenues every 2 years. Current AUM of $145mm and trailing revenues of $1.45m.

We are looking to buy-out or plug-in advisors with clients who need the support and structure for immediate transition to a reputable and respected firm. We are flexible in structuring eventual transition to retirement or out of the business.

 
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