Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Wallingford, CT, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$122,000.00
# of Accounts
226
Avg Client Age
50
Overview

Experienced advisor (with CFP designation) looking for a near-retirement advisor to build a succession plan with for a 3-5 year buyout / transition for the retiring advisor. Similar investment philosophies a must.

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