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Financial Advisor   

$150MM AUM | $1MM GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
250
Avg Client Age
60

Overview

I am looking for an experienced planner to be a successor and/or merge into a high level financial planning practice. A perfect opportunity for a solid producer who needs introductions to the mass affluent and high net worth clients. We are also buyers for the right opportunity.

 

Has Office Space to Share in Denver, CO

Class A and subsidized

Contact to discuss details
 
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