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Financial Advisor

$25MM AUM | $275,000 GDC in Tampa, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Tampa, FL, US
12 Month Gross Revenue
$275,000
Number of Accounts
200
Avg Client Age
50

Overview

I am a growing practice located in Tampa with approximately $30m under manmagement, 95% in managed platforms. I am looking to grow my business through succession or acquisition of advisors who are looking to retire in the next 3-5 years.

 
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