$26MM AUM | $230,000 GDC in Lincoln, NE

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
482 days old
General
Compatibility
Location
Lincoln, NE, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$26,000,000.00
Gross Revenue
$230,000.00
# of Accounts
250
Avg Client Age
65
Overview

I have been in the business 31 years starting with an insurance company B/D and moving to the independent world after 20 years. I currently work in the retirement market. I would like to buy a book of clients from an investment advisor.

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