Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Jacksonville, FL, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$500,000.00
# of Accounts
450
Avg Client Age
58
Overview

Established, well run independent practice with 350 households. Looking to add 2 advisors with industry experience, excellent business instincts, and a minimum of $250,000 in gross production annually to expand into the practice with the possibility of succession in 3-5 years. Also have a full-time position open for a Financial Planning Support Advisor to work directly with the Branch Manager.

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