$20MM AUM | $200,000 GDC in Las Vegas, NV

Market
Advisor
Member Level
Plus
Last Activity
this week
General
Listing Type
Buyer
Location
Las Vegas, NV, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
200
Avg Client Age
38
Overview

Advisor Listing - $20MM AUM looking to continue growing by purchasing books of business and providing excellent customer service. CFP(R) as well as expertise in life insurance in addition to multiple platforms available for investment management. 37 years old with 13 years experience, so sellers can be confident their clients and family will be taken care of as we will be in business for at least another 20 years. Willing to consider all types of buyouts and provide ongoing income to the seller.

Extended Profile Information

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