$8MM AUM | $50,000 GDC in Mechanicsburg, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Mechanicsburg, PA, US
Fee 0% Commission 100%
Gross Revenue
$50,000
# of Accounts
50
Avg Client Age
65
Overview

I am looking to purchase books of business in the central PA area. I am based in Mechanicsburg, PA and I am an advisor in my late 30's with 15 years of experience in estate and financial planning. I want to continue in this business for the next 30 years. I am only open to purchasing or transitioning books of business from advisors looking to retire and need an exit strategy.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...