$500MM AUM | $3.5MM GDC in Fort Lauderdale, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Fort Lauderdale, FL, US
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
# of Accounts
350
Avg Client Age
50
Overview

Financial Planning led practice using cutting edge technology tools including Salesforce and Emoney. Dynamic and engaged team looking to grow. Strong practice management skills with capacity to help others modernize their practice.
We are looking for client centric advisors who believe that doing the right thing for the client is the MOST important thing and know we make a positive difference in our clients lives.

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