$1MM AUM | $10,000 GDC in Slc, UT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
354 days old
General
Location
Slc, UT, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$10,000.00
# of Accounts
1
Avg Client Age
52
Overview

I'm looking to buy a book of business from someone who's older and doesn't have a succession plan. Im a comprehensive financial planner, and I sell Life Insurance, FIA's and AUM. 15+ years of experience, and have recently become an empty nester. So I have a more time and energy to really work someone else's book, while continuing to build my own.

I have an office at Cambridge Financial, A space office space overlooking the 15th hole on the old mill golf course. I look forward to talking with you.

Douglas Wynn Jones

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