$30MM AUM | $275,000 GDC in Louisville, KY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Louisville, KY, US
Fee 0% Commission 100%
Gross Revenue
$275,000.00
# of Accounts
550
Avg Client Age
50
Overview

LOOKING FOR POSSIBLE MERGERS AND/OR PURCHASES. CLIENT BASE ROOTED IN DAVE RAMSEY REFERRALS, BUT NO LONGER ASSOCIATED WITH RAMSEY. WE TAKE A HOLISTIC APPROACH IN OUR CLIENT RELATIONSHIPS: TERM INSURANCE, LEGAL DOCS, FEE BASED, DIVERIFICATION, RETIREMENT PLANNING VIA eMONEY.

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