$11MM AUM | $70,000 GDC in Brentwood, TN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Brentwood, TN, US
Fee 0% Commission 100%
$70,000
Gross Revenue
120
# of Accounts
45
Avg Client Age
Overview

I have been an advisor for 4 years and I would like to accelerate the growth of my practice by purchasing an advisor's book of business. I passed the CFP exam in July 2016 as a way to differentiate myself. I am a technical advisor by nature, a very detail oriented person, type A, looking forward to owning my own business soon. I work with clients large and small, and have 4 years of experience working with group 401k plans.

Extended Profile Information

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