$67MM AUM | $568,660 GDC in Dallas, TX

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$568,660.00
# of Accounts
281
Avg Client Age
53
Overview

Independent CFP looking for acquisition, merger and succession opportunities. Over 98 percent of business is fee based. Familiar with retirement plan space.

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