$35MM AUM | $277,000 GDC in Spokane Valley, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Spokane Valley, WA, US
Fee 0% Commission 100%
$277,000
Gross Revenue
150
# of Accounts
50
Avg Client Age
Overview

Have a successful practice with my brother and father and looking to expand my book of business thru acquisition. We focus mostly on retirement planning for individuals and corporate retirement plans

Extended Profile Information

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