Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
867 days old
General
Location
Williamsport, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$215,000.00
# of Accounts
900
Avg Client Age
57
Overview

Looking for reps exiting the business to join the practice for an exit plan over the course of between 1 and 3 years with a retiring payout up to 5 years and mainly utilizing managed money or trail-based business going forward where appropriate.

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