$10MM AUM | $75,000 GDC in Woodbury, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Woodbury, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$75,000.00
# of Accounts
30
Avg Client Age
45
Overview

I'm a financial advisor looking to acquire new books of business. I'm am looking for advisors looking to sell their books of business within the next 1-5 years. Going on appointments with them to clients to gain clients confidence. Having a solid transition period is very important to me.

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