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Financial Advisor   

$35MM AUM | $130,000 GDC in San Antonio, TX

Member Level
Lite
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Antonio, TX, US
12 Month Gross Revenue
$130,000
Number of Accounts
45
Avg Client Age
55

Overview

Seeking to merge for 10 years before completely selling book of business. Seeking continuity for existing clients. Would like to identify a successor in the next 1-5 years.

The ideal candidate has at least 5 years of experience and familiarity with growth equity accounts. A CFA, CFP, or brokerage license is preferred. Seeking candidates with an established practice within a 500 mile radius of San Antonio.

 
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