$80MM AUM | $600 GDC in Mount Dora, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Join A Practice
Location
Mount Dora, FL, US
Fee 0% Commission 100%
Gross Revenue
$600.00
# of Accounts
510
Avg Client Age
65
Overview

I am a external wholesaler presently. I was a FA for 17yrs mainly in the bank channel, clearing through LPL. I would be interested in joining an existing practice or buying a practice. I launched a investment practice at a local community and built it from $0 to $80 million AUM in 9yrs. I will fill out the info below based on that practice.

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