$20MM AUM | $120,000 GDC in Naperville, IL

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Naperville, IL, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
200
Avg Client Age
60
Overview

I am a young Financial Advisor pursuing the Certified Financial Planner designation and seeking to join, partner, or buy an existing practice. I am looking for the right business opportunity with someone who would be willing to take me on as a Jr Partner and make me part of their succession plan. I've spent the last two years working with growing internal assets and finding solutions through advisory programs, insurance, or otherwise for internal clients. I am married and live in Wheaton, IL and l look forward to taking the next step in my career.

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