$85MM AUM | $850,000 GDC in Atlanta, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Atlanta, GA, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
725
Avg Client Age
64
Overview

I am a male, 46-year-old sole practitioner with 26 years experience. I am looking for the possibility of bringing on a business partner with a CFP but not required. I would desire someone with a series 62 or 7 in addition to 65. The business partner who is an ideal candidate would buy my practice within 10 years. I have always finished in the top 10 with my Broker-Dealer and do seminar marketing 9-10 months out of the year. The ideal partner candidate must be willing to work long hours as do I. I "could" also be willing to sell for the right price but am mostly interested in finding a partner/successor. The potential business partner MUST be gay-friendly.
I have a great office in Buckhead @ Monarch Plaza with one full-time unlicensed staff person who has been with me for 3 years.

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