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Financial Advisor   

$50MM AUM | $800,000 GDC in Alpharetta, GA

Member Level
Premier
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Alpharetta, GA, US
12 Month Gross Revenue
$800,000
Number of Accounts
500
Avg Client Age
65

Overview

I am looking to purchase a small book of business that is 10 million or less. Location is unimportant

 

Has Office Space to Share in Alpharetta, GA

We have a suite on the first floor. Conference room to share, 1 office and 3 workstations available

Contact to discuss details
 
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