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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Warwick, RI, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
100
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. 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!

Extended Profile Information

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