$30MM AUM | $550 GDC in Mechanicsville, VA

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer
Location
Mechanicsville, VA, US
Fee 0% Commission 100%
Gross Revenue
$550.00
# of Accounts
315
Avg Client Age
60
Overview

I have partner in various cities that are interested in purchasing pracrices with me.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...