$135MM AUM | $950,000 GDC in Watauga, TX

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Location
Watauga, TX, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$950,000.00
# of Accounts
275
Avg Client Age
60
Overview

I with Ameriprise Financial and looking to bring another financial advisor into my practice. The ideal candidate would have some degree of an existing book, and would receive the full payout revenue on their own book, plus the equity. In addition, I have some clients I would like to assign to the new advisor with a revenue split and/or some sort of option. Bottom-line, I need some help to grow and I am looking for a partnership.

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