$7MM AUM | $102,000 GDC in Knoxville, TN

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Knoxville, TN, US
Fee 0% Commission 100%
Gross Revenue
$102,000
# of Accounts
55
Avg Client Age
35
Overview

I would like to purchase a book of business to help a departing advisor, who's thinking about the retirement and trying to find the right successor to protect and preserve his/her legacy and take care of his/her clients. I have a decade of industry experience. and I'm holding the CFP, RICP, and CDFA designations. I welcome inquiries from local as well as nearby states.

Extended Profile Information

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