$94MM AUM | $625,000 GDC in Phoenix, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Phoenix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$625,000
# of Accounts
800
Avg Client Age
60
Overview

I am a Certified Financial Planner that is interested in bringing on a junior partner who is willing to transition his/her book of business.

Extended Profile Information

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