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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
368 days old
General
Listing Type
Buyer
Location
Lansing, MI, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# 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.

Extended Profile Information

Loading...