$5MM AUM | $40,000 GDC in Conshohocken, PA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Conshohocken, PA, US
Fee 0% Commission 100%
$40,000
Gross Revenue
10
# of Accounts
50
Avg Client Age
Overview

Currently an Associate Financial Advisor with a very successful franchise of a major B/D. Looking to expand my own personal book of business and leverage my background in investment management and 401(k)'s. Currently managing of a book of $35mm. Would ideally like to partner up with an Advisor who is starting to think about their succession plan.

Extended Profile Information

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