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Financial Advisor   

$1MM AUM | $100,000 GDC in Warwick, RI

Member Level
Lite
Last Activity
2 weeks

Business Mix:

70% Comm
30% Fee

General

Location
Warwick, RI, US
12 Month Gross Revenue
$100,000
Number of Accounts
40
Avg Client Age
40

Overview

Hello,

I am a young advisor looking to be the successor of another advisor in buying out their book of business over time. Please contact me if you are looking for a successor/buyer of your book of business. I work for an independent firm with a primary focus in financial planning. We have access to over 100 insurance companies, over 20,000 funds, and much more to serve the clients of whoever I would be succeeding.

Thank you!

 
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