$17MM AUM | $300,000 GDC in Southampton, PA

Market
Advisor
Member Level
Lite
Last Activity
this month
General
Listing Type
Seller | Succession | Continuity
Location
Southampton, PA, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
172
Avg Client Age
49
Overview

Seeking to merge with another firm for at least one year before completely selling book of business. Seeking to merge immediately.

The ideal candidate has at least five years experience with series 66, series 63 and similar licenses. The ideal candidate is familiar with stocks, bonds, ETFs, and options. Seeking a firm with an established presences in the area from Southeast Pennsylvania to Trenton, New Jersey.

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