$10MM AUM | $110,000 GDC in Nashville, TN

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Nashville, TN, US
Fee 0% Commission 100%
Gross Revenue
$110,000
# of Accounts
30
Avg Client Age
56
Overview

After a successful banking career, I'm expanding my FA business organically and wish to expand further through portfolio acquisitions. I'm interested in fee based and commissioned based assets as well as insurance products.

Extended Profile Information

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