$14MM AUM | $140,000 GDC in Warren, RI

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Warren, RI, US
Fee 0% Commission 100%
Gross Revenue
$140,000.00
# of Accounts
60
Avg Client Age
62
Overview

I am a 43 year old financial advisor with 17 yrs. of industry experience. I am looking for advisors who want to exit the industry over the next 1 to 3 years. My ideal advisor is one who has built a traditional commission/12b1 fee practice and is having difficulty adapting to the new DOL fiduciary/advisory world. My goal is to help these advisors transition into retirement while providing a pension like income stream.

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