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Financial Advisor

$350MM AUM | $3MM GDC in Memphis, TN

Member Level
Premier
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Memphis, TN, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
1,000
Avg Client Age
57

Overview

Looking to connect with advisors interested in the following: opportunities to merge your practice with another advisor or team, opportunities to grow your practice more independently without sacrificing support, or succession planning and selling your practice.

 

Has Office Space to Share in Memphis, TN

Within our branch office, we have three large 14ft. x 15ft. personal office's ready for advisors to move in. Prime location on the northwest corner of Poplar and Ridgeway/S. Shady Grove. Branch office has conference room, meeting room, break room, and administrative space.

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