$37MM AUM | $127,085 GDC in Sherman, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sherman, TX, US
Fee 0% Commission 100%
$127,085
Gross Revenue
3,000
# of Accounts
55
Avg Client Age
Overview

My son is a CFP and taking over half of my business. The other half I am selling to my compliance officer.

I am interested in buying 100% commission portfolios.

Extended Profile Information

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