$2MM AUM | $10,000 GDC in Eagleville, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Eagleville, PA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$10,000.00
# of Accounts
12
Avg Client Age
50
Overview

I started as a fee-only adviser a few years ago. Have series 65 and H&L licenses. Looking to work with a respectable fee-only advisory firm that is looking to add new advisers. Can help build ETF-based models that are cost-effective and efficient.
Interested in joining an individual RIA/group that is a) ethical b) innovative c) complements to my skills.

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