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Financial Advisor

$6MM AUM | $35,000 GDC in Gladys, VA

Member Level
Premier
Last Activity
2 weeks

Business Mix:

10% Comm
90% Fee

General

Location
Gladys, VA, US
12 Month Gross Revenue
$35,000
Number of Accounts
30
Avg Client Age
50

Overview

We are an independent advising firm in Raleigh, NC/Gladys, VA looking to acquire firms and/or help advisors with succession planning. The firm has been around since the mid 80's. We are experienced in acquiring books of business and succession planning.

 
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