$10MM AUM | $75,000 GDC in Worthington, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Worthington, OH, US
Fee 0% Commission 100%
Gross Revenue
$75,000
# of Accounts
85
Avg Client Age
50
Overview

20 year financial services veteran, Certified Financial Planner and Chartered Retirement Plans Specialist looking to increase new local presence through succession agreements/purchases.

Extended Profile Information

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