$220MM AUM | $1.6MM GDC in West Chester, PA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Merge
Location
West Chester, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
200
Avg Client Age
55
Overview

Attention Financial Advisors in the West Chester, PA area. This West Chester based firm is looking to add two established advisors to their team. This is the perfect opportunity to go independent, maximize economics and outsource compliance with a turnkey office infrastructure. This productive advisor group with average industry experience of over 25 years is affiliated with LPL Financial and The Private Advisor Group (RIA) and is looking for one or two qualified candidates to join their operation. If you are looking to break away from your old broker dealer to go independent, thinking of retiring in the next five to ten years and looking for succession options, or you’re just looking to join a highly experienced producer group in a plug-and-play environment, please contact us and we can have a conversation.

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