$65MM AUM | $600,000 GDC in Cuyahoga Falls, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Cuyahoga Falls, OH, US
Listing Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
700
Avg Client Age
62
Overview

Updated 5/30/19. Comprehensive Financial Hybrid Advisory Firm in Cuyahoga Falls, affiliated with LPL looking to bring on the RIGHT FIT ADVISOR to eventually execute an effective continuity plan. I am not interested in changing B/D's or merging my RIA firm. This could be an awesome opportunity for the right advisor.
Robert.winston @ ___

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