$50MM AUM | $450,000 GDC in Brookfield, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
Brookfield, CT, US
Fee 0% Commission 100%
$450,000
Gross Revenue
400
# of Accounts
55
Avg Client Age
Overview

Advisor seeks a candidate to completely take over book of business. Advisor would like to remain an employee of the practice indefinitely. Advisor seeks to succeed in the next year.

The ideal candidate has experience in both the financial and tax industry. The ideal candidate must have an understanding of taxes. The ideal candidate has a CFP and is certified in securities and must be willing to join the Advisor’s broker dealer. Advisor seeks a candidate who has an established office in Connecticut or is willing to relocate to Connecticut full time in order to learn the business firsthand from the advisor.

Extended Profile Information

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