$650MM AUM | $1MM GDC in Tampa, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Tampa, FL, US
Fee 0% Commission 100%
$1,000,000
Gross Revenue
5,000
# of Accounts
50
Avg Client Age
Overview

With the changes with the DOL, this is a good opportunity for a win win situation. I would like to assist a trusted advisor in their transition into retirement. They will know that their clients will be taken care of while assisting a driven advisor in the building of their business.

Extended Profile Information

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