$60MM AUM | $650,000 GDC in Roanoke, VA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Roanoke, VA, US
Fee 0% Commission 100%
Gross Revenue
$650,000
# of Accounts
250
Avg Client Age
62
Overview

I am an experienced advisor (30 years) with capacity to acquire a practice in the Roanoke, Virginia area. I have offices in Indianapolis, Indiana and Roanoke, Virginia. I envision maintaining my relationship with my current broker dealer, Geneos Wealth Management. At age 55, and being an Amazon #1 Best Selling Author and speaker to advisors throughout the country, I offer a unique opportunity to perpetuate the right type of practice in the Roanoke, Virginia area.

Extended Profile Information

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