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Financial Advisor   

$1,400MM AUM | $12MM GDC in Boston, MA

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Last Activity
this week

Business Mix:

50% Comm
50% Fee


Boston, MA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Offering a large pay check to an advisor looking to merge and ultimately retire. We are a very successful and reputable team in Boston looking to grow via merger and ultimately acquire a large book of business from a successful advisor looking to eventually retire with a large check via a deal with my firm/team. The advisor would be able to leave his accounts in the hands of extremely experienced, capable, impressive professionals with a pre-existing reputation and infrastructure. This enables the advisor to easily slip out the back door and live happily ever after. Please feel free to contact me to chat - ___-___-____; ___

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