Overview

Advisor Listing - $75MM AUM Opportunity in Henrico, VA
Looking to purchase existing advisory and 401k book for junior advisor.
Henrico/Glen Allen/ Chesterfield area.
Average household account balance for advisory book $250k plus.
401k book fee-based

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,489 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...