$7MM AUM | $70,000 GDC in Pleasant View, UT

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Pleasant View, UT, US
Fee 0% Commission 100%
Gross Revenue
$70,000
# of Accounts
60
Avg Client Age
42
Overview

Looking to purchase a practice that uses: investments, insurance and planning as core concepts. Willing to change B/D as well as join and RIA.

Extended Profile Information

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