$40MM AUM | $270,000 GDC in Dallas, TX

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$270,000.00
# of Accounts
600
Avg Client Age
55
Overview

I am I CFP and Tax Accountant looking to purchase an existing practice. Looking to build for the future. I work with clients in over 20 states.

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