Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Northglenn, CO, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$85.00
Gross Revenue
$900.00
# of Accounts
275
Avg Client Age
65
Overview

We do a significant amount of money management, and some financial planning. I have more clients than can be comfortably overseen by one advisor/CFP, and ideally am looking for someone who has a book of business and a focus on financial planning that would be interested in joining us and continuing to manage their clients, work with some of my clients, and eventually purchase some of my book of business.

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