Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Grenada, MS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$300,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

Current business structure is partnership between my father and myself. Looking to purchase an advisor's book of business that has similar focus on proper financial planning as we do. We place an emphasis on planning first, investing second.

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