$10MM AUM | $115,000 GDC in Atlanta, GA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
Listing Age
441 days old
General
Listing Type
Buyer | Continuity
Location
Atlanta, GA, US
Fee 0% Commission 100%
Gross Revenue
$115,000.00
# of Accounts
28
Avg Client Age
48
Overview

I am a very experienced Financial Advisor looking to buy a book of business with annual revenues of 300k or less.
I would entertain merging with a group of advisors in my area of Atlanta. I have a fundamental knowledge of fee based money management, fixed income, fixed annuities, indexed annuities, variable annuities and equities.

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