$21MM AUM | $180,000 GDC in Seattle, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Successor
Location
Seattle, WA, US
Fee 0% Commission 100%
$180,000
Gross Revenue
100
# of Accounts
50
Avg Client Age
Overview

I am a highly motivated CFP® looking to join RIA fee-only practice. I am in my 30s and would make a great successor for the right practice.

As a holistic financial planner, I always keep my clients' best interest in mind. I'm entrepreneurial, flexible, fast-learner, and looking to partner with another planner who truly cares about the well-being of his/her clients.

Looking for Office Space in Seattle, WA

Looking to joint a team of

Contact to discuss details
 
Extended Profile Information

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