$6.5MM AUM | $115,000 GDC in Winder, GA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
31 days old
General
Listing Type
Buyer | Merge
Location
Winder, GA, US
Fee 0% Commission 100%
Gross Revenue
$115,000.00
# of Accounts
500
Avg Client Age
58
Overview

I am an an advisor with Lincoln Investment in Winder Georgia looking to grow assets either through a buyout or merger. I am one of 2 independent advisors in our office where we manage approximately $60 million. My colleague is planning on retiring in 10 years, in which I will assume all responsibilities.

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