Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Mt. Pleasant, TX, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$62,000,000.00
Gross Revenue
$350,000.00
# of Accounts
750
Avg Client Age
57
Overview

Interested in a merger/succession with a CFP.
Would consider an earn out
Terms are negotiable

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