$115MM AUM | $850,000 GDC in Northeast Louisiana, LA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Northeast Louisiana, LA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
150
Avg Client Age
55
Overview

We are looking to work with an advisor that is transitioning into another phase of their life in order to purchase their book of business. Searching to find a practice working with clients that share my ideal traits: 1) Christian based values and beliefs 2) enjoys family and their life 3) believes in the trusted client/advisor relationship 4) delegates their financial duties

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