$20MM AUM | $250,000 GDC in Lansing, MI

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
Listing Age
457 days old
General
Listing Type
Buyer
Location
Lansing, MI, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
200
Avg Client Age
58
Overview

Mid 30's, 15 years in the industry. CFP, ChFC, CASL, RHU, REBC. Independent since 2009. Also run a tax an accounting firm. Have purchased two retiring tax professionals firms. Interested in purchasing a firm. Client base that is outside of my home state is fine as I have many out of state clients as well.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...