$20MM AUM | $150,000 GDC in Columbus, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Columbus , OH, US
Listing Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
400
Avg Client Age
52
Overview

I have operated as a concierge 'one man shop' for the past 15 years, and truly enjoy my independence. Given the regulatory landscape, I am becoming more open to new possibilities, including merging practices, grooming a junior/successor for the long term, and any number of advantages that may arise from a more team-oriented financial planning firm. My first preference to consider opportunities with other LPL representatives, so that a broker/dealer change is not necessary.

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