Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Venice, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
900
Avg Client Age
65
Overview

We are a team of three CFPs with a well defined process and vision. We are looing to buy another book or add another advisor to our branch.

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