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Financial Advisor   

$400MM AUM | $4MM GDC in Isle Of Palms, SC

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Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee


Isle Of Palms, SC, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are looking to identify transaction RIAs and BDs that are seeking an exit plan by acquisition and joining the team to take the group to a higher level. We have established many network connection whom are all interested in creating a win win win situation through these transactions and conversion to fee in alignment with compliance to the planned DOL requirements. We seek relationship driven individuals who wish to take there clients and business to a higher level with less stress and more enjoyment along the way.

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