Overview

37 year old advisor with 15 years experience relocated to Phoenix/Scottsdale in spring 2020 looking to acquire a book. Completed a succession plan in 2016 with 90% client retention. I lead an advisory team based in Virginia. $112m in AUM with $800k in T12 production. We recently rebranded our firm as Wealth Avenue and have systems, processes, and technology measures in place to maintain and grow as you prepare your succession plan.

Xerxes Nabong
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Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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