$7MM AUM | $55,000 GDC in State College, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
State College, PA, US
Fee 0% Commission 100%
$55,000
Gross Revenue
60
# of Accounts
55
Avg Client Age
Overview

In our business, family comes first. I've worked with my grandfather and aunts for the last few years and we always express how important family is during our meetings. We make sure the clients know what they are investing in and that their best interest always comes first.

I'm looking to expand my business in Central/Eastern Pennsylvania and I believe having gone through a succession plan before that I am equipped to help other financial professionals transition into retirement easier, all while knowing that their clients are in good hands.

Extended Profile Information

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