$36MM AUM | $325,000 GDC in Washington, D.C., DC

Member Level
Last Activity
2 weeks
Listing Age
312 days old
Listing Type
Seller | Merge | Succession
Washington, D.C., DC, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

Located in Leonardtown, MD but is interested in speaking to candidates with an established presence in either Washington, D.C. and/or Maryland.

Seeking to transition out of the industry in 4-5 years. Would like to either merge with an advisor with the same broker dealer to formulate a transition plan or entertain an offer for a buyout. Would like the transaction to take place between now and the next 5 years.

The ideal candidate already has an existing book of business that consists of both advisory and transactional. Advisor is not interested in candidates that are fee only or solely transactional. The ideal candidate must work on both the advisory and transactional sides. The ideal candidate is familiar with stocks, mutual funds, unit trusts, annuities, fixed income, separate money manager accounts. Current broker is Wells Fargo Advisors Financial Network. The ideal candidate must have an established presence no greater than 50 miles from Leonardtown, MD and be willing to maintain an office presence at least 1-2 days a week.

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