Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Tempe, AZ, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$225,000.00
# of Accounts
125
Avg Client Age
55
Overview

Young Advisor looking for continued success. Interested in purchasing a book or working with advisor nearing retirement.
Possible merging opportunity if they are looking to join or transition to my RIA.

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