$6MM AUM | $50 GDC in Hendersonville, NC

Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more
General
Location
Hendersonville, NC, US
Listing Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$6.00
Gross Revenue
$50.00
# of Accounts
40
Avg Client Age
65
Overview

Seeking to merge with another firm for a few years and completely sell book of business after seven years. Seeking to find a successor within the next 6 months to 1 year.

The ideal candidate has 5-10 years of experience and is either a CPA of CFP. The ideal candidate has familiarity with brokerage stocks and variable annuities. Advisor seeks a candidate with an established practice within a 30 mile radius of Hendersonville, North Carolina.

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