$500MM AUM | $2MM GDC in Mobile, AL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Mobile, AL, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

I am a licensee with Wells Fargo advisors Financial Network and have 7 FA's who practice under my license in 2 offices in Mobile and Pensacola. I offer a turnkey solution for advisors who seek a broker dealer with a complete product and services lineup while enjoying payouts much higher than those offered at traditional wire houses. I handle all the fixed overhead enabling the FA to focus on solutions for his clients. I also have bought or facilitated the purchase of 3 practices.

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