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Financial Advisor   

$128MM AUM | $700,000 GDC in Columbus, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Columbus, OH, US
12 Month Gross Revenue
$700,000
Number of Accounts
3,000
Avg Client Age
55

Overview

We are a group of financial planners looking to acquire clients from another advisor.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging